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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 %
RP
401
Riverwater Partners
Wisconsin
$780K +$97 +1 +0%
IFAM
402
Institutional & Family Asset Management
Colorado
$770K +$780 +8 +0.1%
LFA
403
LGT Financial Advisors
Texas
$766K +$766K +7,863 New
WWM
404
Western Wealth Management
Colorado
$764K -$12.1K -124 -2%
CGL
405
Clarius Group LLC
Washington
$746K +$4.48K +46 +0.6%
SFG
406
SNS Financial Group
Minnesota
$734K +$26.8K +275 +4%
BONH
407
Bank of New Hampshire
New Hampshire
$730K – – –
MFA
408
McClarren Financial Advisors
Pennsylvania
$729K -$11.9K -122 -2%
TIA
409
Traphagen Investment Advisors
New Jersey
$729K -$257K -2,640 -26%
SW
410
SVB Wealth
Massachusetts
$727K -$1.56K -16 -0.2%
BPA
411
Beacon Pointe Advisors
California
$726K -$4.96M -50,876 -87%
AWA
412
Aaron Wealth Advisors
Illinois
$720K +$340K +3,484 +89%
SMWM
413
Silvia McColl Wealth Management
California
$716K +$5.07K +52 +0.7%
LIA
414
LifePlan Investment Advisors
North Carolina
$714K +$714K +7,327 New
CI Investments Inc
415
CI Investments Inc
Ontario, Canada
$714K +$714K +7,325 New
ST
416
Sentinel Trust
Texas
$712K -$24.9K -255 -3%
SP
417
Symmetry Partners
Connecticut
$707K +$26K +267 +4%
NL
418
NEPC LLC
Massachusetts
$704K +$704K +7,224 New
SVWAG
419
Sound View Wealth Advisors Group
Georgia
$704K -$390 -4 -0.1%
HIM
420
Hanlon Investment Management
New Jersey
$701K +$62.5K +641 +10%
FHA
421
Flagship Harbor Advisors
Massachusetts
$682K +$1.07K +11 +0.2%
IF
422
Intrua Financial
Texas
$680K -$68K -698 -9%
CTC
423
Central Trust Company
Missouri
$678K -$50.4K -517 -7%
GG
424
GenWealth Group
New Jersey
$676K +$3.22K +33 +0.5%
CF
425
Cantor Fitzgerald
New York
$670K – – –
15 16
17
18 19