ESGU icon

iShares ESG Aware MSCI USA ETF
ESGU

Overview Fund Activity

704 hedge funds and large institutions have $22.1B invested in iShares ESG Aware MSCI USA ETF in 2022 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 187 increasing their positions, 334 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
704
Holders Change
+41
Holders Change %
+6.18%
% of All Funds
11.36%
Holding in Top 10
105
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.25%
% of All Funds
1.69%
New
107
Increased
187
Reduced
334
Closed
52
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$370M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$109M
3
AWA
Arete Wealth Advisors
Illinois
+$98M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$62.9M
5
TLIC
Taiyo Life Insurance Company
Japan
+$44.2M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$4.05B
2
BF
Brooklyn FI
New York
-$559M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$536M
4
BlackRock
BlackRock
New York
-$170M
5
Morgan Stanley
Morgan Stanley
New York
-$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
501
Quent Capital
New York
$428K -$92.1K -1,087 -18%
DWT
502
Dorsey & Whitney Trust
South Dakota
$424K -$203K -2,400 -32%
PAI
503
Pittenger & Anderson Inc
Nebraska
$423K +$42.8K +505 +11%
BBA
504
BLB&B Advisors
Pennsylvania
$418K -$65.2K -769 -13%
MBFW
505
Morton Brown Family Wealth
Pennsylvania
$409K -$204K -2,408 -33%
SF
506
Synovus Financial
Georgia
$408K – – –
TFA
507
Teamwork Financial Advisors
Texas
$406K -$975K -11,503 -71%
CA
508
CGN Advisors
Kansas
$400K -$351K -4,140 -47%
XF
509
XML Financial
Maryland
$400K -$19.6K -231 -5%
RCG
510
Regatta Capital Group
California
$399K +$399K +4,704 New
BIA
511
Bell Investment Advisors
California
$396K -$21.7K -256 -5%
FANJ
512
Financial Architects (New Jersey)
New Jersey
$387K -$13.6K -161 -3%
GFS
513
GYL Financial Synergies
Connecticut
$383K +$383K +4,519 New
Two Sigma Investments
514
Two Sigma Investments
New York
$381K -$1.24M -14,600 -76%
GM
515
GeoWealth Management
Illinois
$377K +$259K +3,070 +221%
US Bancorp
516
US Bancorp
Minnesota
$375K +$76.1K +898 +25%
MPWT
517
MassMutual Private Wealth & Trust
Connecticut
$371K +$42.3K +499 +13%
PP
518
Prosperity Planning
Missouri
$369K – – –
CG
519
Colony Group
Massachusetts
$369K -$53.7K -634 -13%
RWM
520
RKL Wealth Management
Pennsylvania
$368K -$7.29K -86 -2%
BAAM
521
Baker Avenue Asset Management
California
$367K -$2.84M -33,515 -89%
AFAS
522
Acorn Financial Advisory Services
Virginia
$365K -$33K -389 -8%
KWM
523
Kingsview Wealth Management
Oregon
$362K -$63.6K -751 -15%
HFS
524
Howard Financial Services
Texas
$361K +$1.7K +20 +0.5%
CA
525
Continuum Advisory
Idaho
$359K -$94.6K -1,116 -21%
19 20
21
22 23