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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
$430M
2
MB
Mizuho Bank
Japan
$244M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$74.8M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$858M
5
Citigroup
Citigroup
New York
$65.7M

Top Sellers

1
SWG
Summit Wealth Group
Vermont
$4.68M
2
EWA
EP Wealth Advisors
California
$1.01M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.04B
4
BlackRock
BlackRock
New York
$593M
5
SMFG
Sumitomo Mitsui Financial Group
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
326
Benjamin F. Edwards & Company
Missouri
$1.28M -$796K -8,173 -38%
FCA
327
FinTrust Capital Advisors
South Carolina
$1.26M – – –
HIF
328
Hill Island Financial
Michigan
$1.26M +$3.9K +40 +0.3%
M&T Bank
329
M&T Bank
New York
$1.24M -$8.87K -91 -0.7%
VAS
330
Vestmark Advisory Solutions
Massachusetts
$1.23M +$127K +1,301 +11%
AIM
331
Acropolis Investment Management
Missouri
$1.23M +$22.9K +235 +2%
RCAG
332
Rehmann Capital Advisory Group
Michigan
$1.22M -$26.7K -274 -2%
SPI
333
Sutton Place Investors
New York
$1.21M -$13.1K -134 -1%
RW
334
Regimen Wealth
Georgia
$1.2M -$2.35M -24,075 -66%
EWP
335
Elevation Wealth Partners
California
$1.19M +$511K +5,243 +75%
AA
336
Ancora Advisors
Ohio
$1.18M -$390 -4 -0%
1SB
337
1ST Source Bank
Indiana
$1.17M +$116K +1,190 +11%
COCM
338
Charter Oak Capital Management
New Hampshire
$1.16M -$6.14K -63 -0.5%
RCS
339
Retirement Capital Strategies
California
$1.16M +$122K +1,256 +12%
MFG
340
Magnus Financial Group
New York
$1.15M -$3.7K -38 -0.3%
BFM
341
Boston Financial Management
Massachusetts
$1.15M +$8.48K +87 +0.7%
EL
342
EQ LLC
Washington
$1.14M +$28.3K +290 +3%
RFA
343
RTD Financial Advisors
Pennsylvania
$1.14M -$370K -3,798 -24%
BBHC
344
Brown Brothers Harriman & Co
New York
$1.13M – – –
Franklin Resources
345
Franklin Resources
California
$1.13M +$3.7K +38 +0.3%
Rockefeller Capital Management
346
Rockefeller Capital Management
New York
$1.12M -$488K -5,011 -30%
CCWA
347
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.12M -$265K -2,724 -19%
AWM
348
Alterna Wealth Management
Texas
$1.12M -$36.4K -373 -3%
CWG
349
Crown Wealth Group
North Carolina
$1.12M -$5.42M -55,631 -83%
WMS
350
Wealth Management Solutions
Pennsylvania
$1.08M -$1.05M -10,760 -49%
12 13
14
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