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 %
CF
426
Cantor Fitzgerald
New York
$622K +$307K +3,393 +98%
SAS
427
Sage Advisory Services
Texas
$620K +$157K +1,733 +34%
QC
428
Quent Capital
New York
$612K +$155K +1,716 +34%
LWP
429
Lumature Wealth Partners
Georgia
$610K -$25.5K -282 -4%
CC
430
Chicago Capital
Illinois
$606K – – –
EFL
431
ERn Financial LLC
Wisconsin
$603K +$181 +2 +0%
ACS
432
Archford Capital Strategies
Illinois
$600K -$66.3K -738 -10%
HIM
433
Hanlon Investment Management
New Jersey
$593K -$1.43M -15,865 -71%
KA
434
Kovack Advisors
Florida
$587K -$132K -1,460 -18%
OWM
435
Opes Wealth Management
California
$583K +$110K +1,215 +23%
MSWMA
436
Market Street Wealth Management Advisors
Indiana
$583K -$441K -4,873 -43%
WCFA
437
Walkner Condon Financial Advisors
Wisconsin
$582K +$2.44K +27 +0.4%
SWP
438
Strategic Wealth Partners
Ohio
$580K -$198K -2,191 -25%
BFG
439
Buttonwood Financial Group
Missouri
$571K -$19.5M -215,171 -97%
BHPW
440
Beverly Hills Private Wealth
California
$568K -$298K -3,291 -34%
VPP
441
Vertex Planning Partners
Illinois
$565K -$6.09M -67,371 -92%
BFA
442
Beacon Financial Advisory
Ohio
$561K -$875K -9,679 -61%
NRI
443
NFP Retirement Inc
California
$558K -$719K -7,950 -56%
AAM
444
Ameraudi Asset Management
New York
$545K – – –
CB
445
Commerce Bank
Missouri
$539K +$21.3K +235 +4%
APC
446
Aspire Private Capital
North Carolina
$538K -$958K -10,594 -64%
TWA
447
Talisman Wealth Advisors
New Jersey
$537K +$2.26K +25 +0.4%
ACM
448
Absolute Capital Management
Pennsylvania
$529K -$756K -8,356 -59%
FRA
449
Front Row Advisors
California
$522K -$4.61K -51 -0.9%
KIG
450
Kowal Investment Group
Wisconsin
$515K -$209K -2,310 -29%
16 17
18
19 20