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iShares ESG Aware MSCI USA ETF
ESGU

Overview Fund Activity

702 hedge funds and large institutions have $12.8B invested in iShares ESG Aware MSCI USA ETF in 2023 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 226 increasing their positions, 337 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
702
Holders Change
+5
Holders Change %
+0.72%
% of All Funds
11.07%
Holding in Top 10
56
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.11%
% of All Funds
0.88%
New
60
Increased
226
Reduced
337
Closed
50
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$270M
2
MB
Mizuho Bank
Japan
+$244M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$74.5M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$36.7M
5
Citigroup
Citigroup
New York
+$27.5M

Top Sellers

1
SWG
Summit Wealth Group
Vermont
-$478M
2
EWA
EP Wealth Advisors
California
-$244M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$180M
4
BlackRock
BlackRock
New York
-$149M
5
SMFG
Sumitomo Mitsui Financial Group
Japan
-$88.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
301
Sovereign Financial Group
Connecticut
$1.51M -$404K -4,144 -21%
SW
302
Simplicity Wealth
New Jersey
$1.5M -$122K -1,248 -8%
PTC
303
Private Trust Company
Ohio
$1.5M +$97.6K +1,001 +7%
RCM
304
Raleigh Capital Management
North Carolina
$1.49M -$129K -1,323 -8%
HAG
305
HF Advisory Group
Maryland
$1.49M +$17.1K +175 +1%
IA
306
IFP Advisors
Florida
$1.48M -$67.7K -695 -4%
T
307
TRUADVICE
Florida
$1.45M -$497K -5,059 -25%
PA
308
Parallel Advisors
California
$1.44M +$6.04K +62 +0.4%
WHCI
309
W.H. Cornerstone Investments
Massachusetts
$1.43M -$2.5M -25,677 -64%
MCM
310
Mendel Capital Management
Arkansas
$1.42M +$682 +7 +0%
Two Sigma Advisers
311
Two Sigma Advisers
New York
$1.42M +$1.42M +14,600 New
TFO
312
Tarbox Family Office
California
$1.42M -$24.8K -254 -2%
JPG
313
Jordan Park Group
California
$1.41M +$2.05K +21 +0.1%
TPWA
314
TRUE Private Wealth Advisors
Oregon
$1.4M +$371K +3,805 +36%
CFD
315
Creative Financial Designs
Indiana
$1.39M -$1.08M -11,067 -44%
PWMG
316
Pioneer Wealth Management Group
Texas
$1.38M +$20.9K +214 +2%
CAAS
317
Capital Asset Advisory Services
Michigan
$1.35M +$3.16K +32 +0.2%
D
318
Dentgroup
Louisiana
$1.34M -$85.8K -880 -6%
BFA
319
BMS Financial Advisors
South Dakota
$1.33M -$1.58M -16,259 -54%
G
320
GenTrust
Florida
$1.33M +$4.58K +47 +0.3%
CAL
321
Capital Analysts LLC
Pennsylvania
$1.33M +$57.9K +594 +5%
JFG
322
JMG Financial Group
Illinois
$1.31M +$227K +2,330 +21%
Renaissance Technologies
323
Renaissance Technologies
New York
$1.31M +$1.31M +13,400 New
GWP
324
Gateway Wealth Partners
Wisconsin
$1.29M -$223K -2,286 -15%
William Blair & Company
325
William Blair & Company
Illinois
$1.29M +$35.3K +362 +3%
11 12
13
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