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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 %
FRA
451
Front Row Advisors
California
$563K – – –
MGIA
452
Moneta Group Investment Advisors
Missouri
$560K +$560K +5,750 New
SQA
453
Simon Quick Advisors
New Jersey
$556K -$135K -1,382 -20%
CB
454
Commerce Bank
Missouri
$553K -$27.3K -280 -5%
USCWA
455
U.S. Capital Wealth Advisors
Texas
$551K +$39.2K +402 +8%
SFC
456
SYM Financial Corp
Indiana
$539K – – –
TI
457
Trexquant Investment
Connecticut
$532K +$139K +1,424 +35%
HKIMG
458
Hutchens & Kramer Investment Management Group
Indiana
$525K +$162K +1,659 +44%
LSA
459
Lion Street Advisors
Texas
$525K +$525K +4,978 New
WFA
460
Wade Financial Advisory
California
$521K -$25.3K -260 -5%
MSFS
461
Main Street Financial Solutions
Pennsylvania
$521K +$1.66K +17 +0.3%
CWM
462
Cranbrook Wealth Management
Michigan
$519K – – –
TRCT
463
Tower Research Capital (TRC)
New York
$518K +$195 +2 +0%
Lido Advisors
464
Lido Advisors
California
$518K +$1.07K +11 +0.2%
BSW
465
Buckingham Strategic Wealth
Missouri
$511K +$224K +2,297 +78%
LFA
466
Level Financial Advisors
New York
$508K – – –
MCAI
467
Members Capital Advisors Inc
Wisconsin
$507K -$4.74M -48,625 -90%
FA
468
Fiduciary Alliance
South Carolina
$506K +$169K +1,736 +50%
HPC
469
Hobart Private Capital
North Carolina
$506K -$35.2K -361 -7%
IGWM
470
ICA Group Wealth Management
Colorado
$503K +$164K +1,686 +48%
FHC
471
First Heartland Consultants
Missouri
$503K +$86.4K +887 +21%
SWP
472
Semus Wealth Partners
Florida
$497K +$28.5K +292 +6%
MGP
473
Metis Global Partners
California
$495K +$495K +5,079 New
WFC
474
Western Financial Corp
California
$495K -$33.3K -342 -6%
UB
475
UMB Bank
Missouri
$493K -$745K -7,640 -60%
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