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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.

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
1
Northern Trust
Illinois
$430M
2
MB
2
Mizuho Bank
Japan
$244M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$74.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$858M
5
Citigroup
5
Citigroup
New York
$65.7M

Top Sellers

1
SWG
1
Summit Wealth Group
Vermont
$4.68M
2
EWA
2
EP Wealth Advisors
California
$1.01M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.04B
4
BlackRock
4
BlackRock
New York
$593M
5
SMFG
5
Sumitomo Mitsui Financial Group
Japan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Mirae Asset Global Investments
26
Mirae Asset Global Investments
South Korea
$80.8M 828,730 -113,000 -12%
Qube Research & Technologies (QRT)
27
Qube Research & Technologies (QRT)
United Kingdom
$74.8M 695,244 +692,522 +25,442%
Citigroup
28
Citigroup
New York
$65.7M 674,545 +281,948 +72%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$63.9M 655,794 -102,513 -14%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$63.4M 650,658 -59,361 -8%
WP
31
WealthSource Partners
California
$61.7M 633,294 -29,340 -4%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$49.4M 507,028 -49,173 -9%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$48.3M 495,103 -20,341 -4%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$47.7M 489,398 +8,799 +2%
UBS Group
35
UBS Group
Switzerland
$46.7M 479,548 -81,401 -15%
JC
36
JB Capital
Connecticut
$44.9M 460,916 +24,053 +6%
PCIG
37
Partners Capital Investment Group
Massachusetts
$44.5M 456,578 +35,275 +8%
PCA
38
Prosperity Capital Advisors
Ohio
$42.8M 439,025 +37,141 +9%
NA
39
NewEdge Advisors
Louisiana
$42.7M 438,605 -32,798 -7%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$40.3M 413,330 -33,942 -8%
HighTower Advisors
41
HighTower Advisors
Illinois
$39.4M 403,727 -7,252 -2%
FT
42
Fiduciary Trust
Massachusetts
$38M 389,812 +6,794 +2%
AA
43
Alesco Advisors
New York
$35.6M 365,092 -9,893 -3%
KAS
44
Kestra Advisory Services
Texas
$34.1M 350,319 -110,716 -24%
CAN
45
Cetera Advisor Networks
California
$32.8M 336,221 -49,988 -13%
SHJ
46
Sharkey, Howes & Javer
Colorado
$30.6M 314,324 -52,313 -14%
AWS
47
Atria Wealth Solutions
New York
$29.6M 303,798 -20,366 -6%
AIA
48
Ally Invest Advisors
North Carolina
$28.9M 296,988 +13,084 +5%
CL
49
Choreo LLC
Illinois
$28.2M 289,028 +1,058 +0.4%
Stifel Financial
50
Stifel Financial
Missouri
$26.6M 272,491 -21,687 -7%
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