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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.

New
Increased
Maintained
Reduced
Closed
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
Northern Trust
Illinois
+$270M
2
MB
Mizuho Bank
Japan
+$244M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$74.5M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$36.7M
5
Citigroup
Citigroup
New York
+$27.5M

Top Sellers

1
SWG
Summit Wealth Group
Vermont
-$478M
2
EWA
EP Wealth Advisors
California
-$244M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$180M
4
BlackRock
BlackRock
New York
-$149M
5
SMFG
Sumitomo Mitsui Financial Group
Japan
-$88.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMHP
551
Murphy Middleton Hinkle & Parker
Georgia
$310K – – –
VBFP
552
Valtinson Bruner Financial Planning
Minnesota
$309K +$4.09K +42 +1%
OPWM
553
Oxinas Partners Wealth Management
Indiana
$308K -$10.9K -112 -3%
TCMP
554
Thrive Capital Management (Pennsylvania)
Pennsylvania
$305K +$36.5K +374 +14%
TIM
555
Tortoise Investment Management
New York
$302K – – –
Financial Engines Advisors
556
Financial Engines Advisors
California
$300K +$79.9K +820 +36%
EFS
557
Essex Financial Services
Connecticut
$298K -$42.1K -432 -12%
TA
558
TrueWealth Advisors
Alabama
$297K +$2.34K +24 +0.8%
CWM
559
Centurion Wealth Management
Virginia
$297K +$42.4K +435 +17%
PPW
560
Presilium Private Wealth
Pennsylvania
$295K -$4.58K -47 -2%
MCIA
561
Mountain Capital Investment Advisors
Colorado
$292K -$7.57M -75,578 -96%
CCM
562
Crabel Capital Management
California
$291K +$291K +2,986 New
PFA
563
Professional Financial Advisors
Nebraska
$290K -$48.7K -500 -14%
WFAG
564
Worth Financial Advisory Group
North Carolina
$288K – – –
CF
565
Centaurus Financial
California
$281K -$919K -9,426 -77%
CAAM
566
Cornerstone Advisors Asset Management
Pennsylvania
$279K -$80.1K -822 -22%
RPG
567
Resource Planning Group
Georgia
$276K +$46.3K +475 +20%
JSL
568
JT Stratford LLC
Georgia
$275K – – –
NFSG
569
Newbridge Financial Services Group
Florida
$273K +$292 +3 +0.1%
LWM
570
Laidlaw Wealth Management
New York
$268K -$1.07K -11 -0.4%
NRC
571
New Republic Capital
North Carolina
$268K +$36.9K +379 +16%
ST
572
Smithfield Trust
Pennsylvania
$267K -$90.3K -925 -25%
SAS
573
Stelac Advisory Services
New York
$265K +$265K +2,720 New
S
574
SignatureFD
Georgia
$265K +$29.9K +307 +13%
WPW
575
Waldron Private Wealth
Pennsylvania
$264K -$282K -2,892 -52%
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