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iShares ESG Aware MSCI USA ETF
ESGU

Overview Fund Activity

697 hedge funds and large institutions have $10.6B invested in iShares ESG Aware MSCI USA ETF in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 158 increasing their positions, 369 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
-5
Holders Change %
-0.71%
% of All Funds
11.11%
Holding in Top 10
45
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-19.64%
% of All Funds
0.72%
New
57
Increased
158
Reduced
369
Closed
51
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMFG
Sumitomo Mitsui Financial Group
Japan
+$100M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$85.8M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$19M
4
Northern Trust
Northern Trust
Illinois
+$14.3M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$9.45M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$809M
2
LPL Financial
LPL Financial
California
-$133M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$116M
4
Bank of America
Bank of America
North Carolina
-$100M
5
Morgan Stanley
Morgan Stanley
New York
-$93.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPI
376
Sutton Place Investors
New York
$794K -$373K -3,977 -32%
FPGK
377
Financial Partners Group (Kansas)
Kansas
$786K -$70.6K -742 -8%
CPG
378
Cornerstone Planning Group
New Jersey
$785K -$218K -2,318 -22%
AGWCA
379
Annis Gardner Whiting Capital Advisors
Florida
$783K +$783K +8,306 New
WA
380
WBH Advisory
Maryland
$782K -$5.54K -59 -0.7%
BBA
381
BLB&B Advisors
Pennsylvania
$777K +$134K +1,426 +21%
CWM
382
Cornerstone Wealth Management
Missouri
$773K -$15.8K -168 -2%
MA
383
MKT Advisors
California
$772K -$30K -320 -4%
VA
384
Valmark Advisers
Ohio
$769K – – –
AWM
385
Aspire Wealth Management
Massachusetts
$768K -$224K -2,381 -23%
LW
386
Libra Wealth
California
$763K – – –
CPP
387
Capasso Planning Partners
South Carolina
$759K -$41.7K -444 -5%
SFG
388
SNS Financial Group
Minnesota
$751K +$40.8K +433 +6%
CI Investments Inc
389
CI Investments Inc
Ontario, Canada
$749K +$61K +650 +9%
TPCW
390
TD Private Client Wealth
New York
$749K -$15.9K -169 -2%
PNC Financial Services Group
391
PNC Financial Services Group
Pennsylvania
$747K -$81.3K -866 -10%
GKWIM
392
Gerber Kawasaki Wealth & Investment Management
California
$746K +$414K +4,406 +125%
SAM
393
Strategy Asset Managers
California
$744K -$29.1K -310 -4%
IFAM
394
Institutional & Family Asset Management
Colorado
$736K -$5.07K -54 -0.7%
SW
395
SVB Wealth
Massachusetts
$733K +$32.6K +347 +5%
SMWM
396
Silvia McColl Wealth Management
California
$723K +$32.8K +349 +5%
TIA
397
Traphagen Investment Advisors
New Jersey
$702K – – –
AWA
398
Aaron Wealth Advisors
Illinois
$694K – – –
NL
399
NWAM LLC
Washington
$692K -$118K -1,256 -15%
LIA
400
LifePlan Investment Advisors
North Carolina
$687K -$1.5K -16 -0.2%
14 15
16
17 18