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iShares ESG Aware MSCI USA ETF
ESGU

Overview Fund Activity

748 hedge funds and large institutions have $11.8B invested in iShares ESG Aware MSCI USA ETF in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 270 increasing their positions, 282 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
748
Holders Change
+51
Holders Change %
+7.32%
% of All Funds
10.96%
Holding in Top 10
48
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.67%
% of All Funds
0.7%
New
105
Increased
270
Reduced
282
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$373M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$247M
3
Bank of America
Bank of America
North Carolina
+$59.3M
4
Citigroup
Citigroup
New York
+$46.7M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$40.1M

Top Sellers

1
MB
Mizuho Bank
Japan
-$244M
2
Northern Trust
Northern Trust
Illinois
-$153M
3
TLIC
Taiyo Life Insurance Company
Japan
-$123M
4
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$85.8M
5
Osaic Holdings
Osaic Holdings
Arizona
-$56.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASFA
526
All Season Financial Advisors
Colorado
$398K +$146K +1,391 +58%
DSN
527
D. Scott Neal
Kentucky
$397K – – –
RPG
528
Resource Planning Group
Georgia
$393K – – –
HWM
529
Horizons Wealth Management
North Carolina
$393K -$29.1K -277 -7%
MCM
530
MontVue Capital Management
Virginia
$392K +$392K +3,734 New
PW
531
Peninsula Wealth
California
$390K -$4.72K -45 -1%
HIM
532
Hanlon Investment Management
New Jersey
$388K -$30.1K -287 -7%
PFM
533
Peak Financial Management
Massachusetts
$388K -$32.4K -309 -8%
AFAS
534
Acorn Financial Advisory Services
Virginia
$387K +$387K +3,686 New
ATC
535
Argent Trust Co
Tennessee
$386K +$131K +1,253 +52%
IGWM
536
ICA Group Wealth Management
Colorado
$385K -$25.7K -245 -6%
Jane Street
537
Jane Street
New York
$385K +$385K +3,671 New
SHIM
538
Stone House Investment Management
Pennsylvania
$384K +$37.5K +357 +11%
ECM
539
Evergreen Capital Management
Washington
$383K +$18.7K +178 +5%
KWM
540
Kingsview Wealth Management
Oregon
$381K -$20.5K -195 -5%
GC
541
Grimes & Company
Massachusetts
$380K +$2.83K +27 +0.8%
ICG
542
InterOcean Capital Group
Tennessee
$373K +$38.8K +370 +12%
TW
543
TritonPoint Wealth
Maryland
$370K +$370K +3,528 New
GLLW
544
Graves Light Lenhart Wealth
Virginia
$367K -$34.7K -331 -9%
CAAM
545
Cornerstone Advisors Asset Management
Pennsylvania
$365K +$65.4K +623 +22%
WC
546
Weil Company
California
$359K -$46.5K -443 -11%
LGWM
547
Litman Gregory Wealth Management
California
$356K -$24.8K -236 -6%
DWM
548
Destination Wealth Management
California
$356K +$45.5K +434 +15%
CAMG
549
CWA Asset Management Group
Florida
$356K – – –
OPWM
550
Oxinas Partners Wealth Management
Indiana
$356K +$839 +8 +0.2%
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