ESGU icon

iShares ESG Aware MSCI USA ETF
ESGU

Overview Fund Activity

697 hedge funds and large institutions have $12B invested in iShares ESG Aware MSCI USA ETF in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 180 increasing their positions, 364 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
-7
Holders Change %
-0.99%
% of All Funds
11.16%
Holding in Top 10
63
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-40%
% of All Funds
1.01%
New
68
Increased
180
Reduced
364
Closed
55
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$347M
2
SMFG
Sumitomo Mitsui Financial Group
Japan
$88.1M
3
M1FG
Mach-1 Financial Group
Arkansas
$48.7M
4
CL
Choreo LLC
Illinois
$26M
5
EWA
EP Wealth Advisors
California
$22.7M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.06B
2
LPL Financial
LPL Financial
California
$501M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$243M
4
BlackRock
BlackRock
New York
$689M
5
PAS
Park Avenue Securities
New York
$201M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
326
Pioneer Wealth Management Group
Texas
$1.26M +$209K +2,309 +20%
FCA
327
FinTrust Capital Advisors
South Carolina
$1.26M – – –
G
328
GenTrust
Florida
$1.23M +$1.9K +21 +0.2%
CAAS
329
Capital Asset Advisory Services
Michigan
$1.23M -$92.6K -1,024 -7%
MWA
330
MFA Wealth Advisors
Pennsylvania
$1.19M – – –
CAL
331
Capital Analysts LLC
Pennsylvania
$1.18M -$1.67M -18,493 -59%
M&T Bank
332
M&T Bank
New York
$1.16M -$223K -2,464 -16%
HIF
333
Hill Island Financial
Michigan
$1.16M +$6.24K +69 +0.5%
William Blair & Company
334
William Blair & Company
Illinois
$1.16M -$71.5K -791 -6%
RCAG
335
Rehmann Capital Advisory Group
Michigan
$1.15M +$49K +542 +4%
UB
336
UMB Bank
Missouri
$1.15M – – –
MWM
337
Meridian Wealth Management
Kentucky
$1.14M -$221K -2,442 -16%
SPI
338
Sutton Place Investors
New York
$1.14M -$1.09M -12,037 -49%
LW
339
Libra Wealth
California
$1.13M -$47.7K -527 -4%
AIM
340
Acropolis Investment Management
Missouri
$1.12M +$899K +9,940 +412%
CF
341
Centaurus Financial
California
$1.11M +$594K +6,566 +114%
AA
342
Ancora Advisors
Ohio
$1.09M -$1.24M -13,750 -53%
COCM
343
Charter Oak Capital Management
New Hampshire
$1.08M -$1.18K -13 -0.1%
MFG
344
Magnus Financial Group
New York
$1.07M +$734K +8,119 +216%
AWM
345
Alterna Wealth Management
Texas
$1.07M -$2.04M -22,589 -66%
BFM
346
Boston Financial Management
Massachusetts
$1.06M -$447K -4,945 -30%
BBHC
347
Brown Brothers Harriman & Co
New York
$1.05M – – –
Franklin Resources
348
Franklin Resources
California
$1.05M -$141K -1,563 -12%
EL
349
EQ LLC
Washington
$1.03M -$1.77M -19,595 -63%
RIG
350
Ramiah Investment Group
Wisconsin
$1.03M +$123K +1,360 +14%
12 13
14
15 16