ESGU icon

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 %
WWM
526
Western Wealth Management
Colorado
$309K -$427K -4,546 -58%
TFS
527
Thoroughbred Financial Services
Tennessee
$308K – – –
LFAS
528
Level Four Advisory Services
Texas
$307K +$60.9K +649 +25%
SYBT
529
Stock Yards Bank & Trust
Kentucky
$307K – – –
WEG
530
World Equity Group
Illinois
$303K -$254K -2,710 -46%
WT
531
Whittier Trust
California
$301K – – –
ICG
532
InterOcean Capital Group
Tennessee
$299K – – –
MMHP
533
Murphy Middleton Hinkle & Parker
Georgia
$299K – – –
WIM
534
WealthPlan Investment Management
Nebraska
$294K +$294K +3,134 New
VBFP
535
Valtinson Bruner Financial Planning
Minnesota
$292K -$6.01K -64 -2%
TIM
536
Tortoise Investment Management
New York
$291K – – –
EFS
537
Essex Financial Services
Connecticut
$287K – – –
VT
538
Vise Technologies
New York
$284K +$53.8K +573 +23%
SFS
539
Security Financial Services
Indiana
$284K -$45K -479 -14%
BFG
540
Buttonwood Financial Group
Missouri
$282K -$17.8K -195 -6%
APC
541
Aspire Private Capital
North Carolina
$280K -$281K -2,990 -50%
VC
542
Veracity Capital
Georgia
$279K -$93.3K -994 -25%
DWM
543
Destination Wealth Management
California
$278K -$102K -1,091 -27%
RA
544
Regis Acquisition
Colorado
$278K +$278K +2,959 New
OPCM
545
Osborne Partners Capital Management
California
$277K -$32.4K -345 -10%
WFAG
546
Worth Financial Advisory Group
North Carolina
$277K – – –
CF
547
Centaurus Financial
California
$277K +$6.85K +73 +3%
MC
548
Moors & Cabot
Massachusetts
$274K -$113K -1,198 -29%
CAAM
549
Cornerstone Advisors Asset Management
Pennsylvania
$268K – – –
MCA
550
MSH Capital Advisors
Arizona
$265K -$64.8K -690 -20%
20 21
22
23 24