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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 %
SP
401
Symmetry Partners
Connecticut
$686K +$5.16K +55 +0.8%
SVWAG
402
Sound View Wealth Advisors Group
Georgia
$678K – – –
FHA
403
Flagship Harbor Advisors
Massachusetts
$671K +$13.2K +141 +2%
GG
404
GenWealth Group
New Jersey
$667K +$15.7K +167 +2%
BONH
405
Bank of New Hampshire
New Hampshire
$663K -$40.3K -429 -6%
EWA
406
EverSource Wealth Advisors
Alabama
$650K -$281K -2,996 -30%
Qube Research & Technologies (QRT)
407
Qube Research & Technologies (QRT)
United Kingdom
$646K -$64.6M -688,363 -99%
RP
408
Riverwater Partners
Wisconsin
$642K -$109K -1,166 -15%
CW
409
CreativeOne Wealth
Kansas
$638K -$2.84M -30,281 -82%
PPW
410
Presilium Private Wealth
Pennsylvania
$636K +$351K +3,742 +124%
CC
411
Chicago Capital
Illinois
$629K – – –
CTC
412
Central Trust Company
Missouri
$624K -$29.2K -311 -4%
EFL
413
ERn Financial LLC
Wisconsin
$622K +$657 +7 +0.1%
CF
414
Cantor Fitzgerald
New York
$615K -$30.5K -325 -5%
MCM
415
MAI Capital Management
Ohio
$613K +$54.2K +577 +10%
MFA
416
McClarren Financial Advisors
Pennsylvania
$613K -$88.6K -945 -13%
BIA
417
Bell Investment Advisors
California
$611K +$8.45K +90 +1%
CIBC World Market
418
CIBC World Market
Ontario, Canada
$609K – – –
WCFA
419
Walkner Condon Financial Advisors
Wisconsin
$608K +$5.54K +59 +0.9%
IF
420
Intrua Financial
Texas
$596K -$59.3K -631 -9%
DWP
421
Destiny Wealth Partners
Florida
$589K – – –
OGF
422
Orin Green Financial
California
$588K +$377K +3,706 +178%
CFS
423
Commonwealth Financial Services
West Virginia
$577K +$577K +6,145 New
LOIP
424
Live Oak Investment Partners
Texas
$575K -$345K – –
MHR
425
Matthew Hamilton Rosenberg
$574K -$353K -3,758 -38%
15 16
17
18 19