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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
$24.1M
4
Northern Trust
Northern Trust
Illinois
$428M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$22.4M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.16B
2
LPL Financial
LPL Financial
California
$314M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$144M
4
Bank of America
Bank of America
North Carolina
$1.22B
5
Morgan Stanley
Morgan Stanley
New York
$264M
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
476
Great Valley Advisor Group
Delaware
$409K +$5.92K +63 +1%
C
477
CEDRUS
Colorado
$408K -$8.08K -86 -2%
AFG
478
ABLE Financial Group
Arizona
$408K -$67K -713 -14%
TWM
479
Tanager Wealth Management
United Kingdom
$405K +$25.6K +271 +7%
HFS
480
Howard Financial Services
Texas
$404K – – –
RWM
481
RKL Wealth Management
Pennsylvania
$403K – – –
AWMNH
482
Arcadia Wealth Management (New Hampshire)
New Hampshire
$397K -$7.7K -82 -2%
MGP
483
Metis Global Partners
California
$383K -$93.6K -997 -20%
BAAM
484
Baker Avenue Asset Management
California
$383K +$1.22K +13 +0.3%
SWP
485
Semus Wealth Partners
Florida
$382K -$97K -1,033 -20%
SAS
486
Sage Advisory Services
Texas
$380K -$14.2K -151 -4%
ACM
487
Absolute Capital Management
Pennsylvania
$379K -$242K -2,563 -39%
HWM
488
Horizons Wealth Management
North Carolina
$377K +$94 +1 +0%
PFM
489
Peak Financial Management
Massachusetts
$376K – – –
B
490
Bailard
California
$375K – – –
HIM
491
Hanlon Investment Management
New Jersey
$374K -$302K -3,211 -45%
CWM
492
Castle Wealth Management
Florida
$368K – – –
IGWM
493
ICA Group Wealth Management
Colorado
$368K -$117K -1,246 -24%
MG
494
Mather Group
Illinois
$367K -$238K -2,532 -39%
JIC
495
Johnson Investment Counsel
Ohio
$367K – – –
CAM
496
Cresset Asset Management
Illinois
$366K -$5.19K -55 -1%
MRC
497
Millburn Ridgefield Corp
New York
$365K -$1.42M -15,071 -80%
WC
498
Weil Company
California
$363K – – –
SC
499
Scotia Capital
Ontario, Canada
$361K +$3.29K +35 +0.9%
GLLW
500
Graves Light Lenhart Wealth
Virginia
$361K – – –
18 19
20
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