ESGU icon

iShares ESG Aware MSCI USA ETF
ESGU

Overview Fund Activity

697 hedge funds and large institutions have $12B invested in iShares ESG Aware MSCI USA ETF in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 180 increasing their positions, 364 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
-7
Holders Change %
-0.99%
% of All Funds
11.16%
Holding in Top 10
63
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-40%
% of All Funds
1.01%
New
68
Increased
180
Reduced
364
Closed
55
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$347M
2
SMFG
Sumitomo Mitsui Financial Group
Japan
$88.1M
3
M1FG
Mach-1 Financial Group
Arkansas
$48.7M
4
CL
Choreo LLC
Illinois
$26M
5
EWA
EP Wealth Advisors
California
$22.7M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.06B
2
LPL Financial
LPL Financial
California
$501M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$243M
4
BlackRock
BlackRock
New York
$689M
5
PAS
Park Avenue Securities
New York
$201M
Name Holding Trade Value Shares
Change 		Shares
Change %
DFA
601
DHK Financial Advisors
New Hampshire
$214K -$31K -343 -13%
NRC
602
New Republic Capital
North Carolina
$214K -$298K -3,294 -58%
RPG
603
Resource Planning Group
Georgia
$213K +$213K +2,356 New
OC
604
Oppenheimer & Co
New York
$211K -$55.4K -612 -21%
SFC
605
Strategic Financial Concepts
Texas
$210K +$210K +2,319 New
PFA
606
Pathway Financial Advisors
Vermont
$209K +$209K +2,314 New
NSAM
607
North Star Asset Management
Wisconsin
$205K +$205K +2,270 New
Financial Engines Advisors
608
Financial Engines Advisors
California
$204K +$204K +2,254 New
PCH
609
PGIM Custom Harvest
New Jersey
$201K +$201K +2,224 New
SC
610
Stephens Consulting
Michigan
$194K – – –
Bank of Montreal
611
Bank of Montreal
Ontario, Canada
$187K +$123K +1,354 +191%
TCM
612
TD Capital Management
Tennessee
$182K +$905 +10 +0.5%
LPIC
613
LeJeune Puetz Investment Counsel
Michigan
$172K – – –
LWA
614
Lowe Wealth Advisors
Maryland
$165K – – –
RFA
615
Resurgent Financial Advisors
Georgia
$161K -$337K -3,722 -68%
BC
616
Bartlett & Co
Ohio
$161K -$2.26K -25 -1%
BCWM
617
Bartlett & Co Wealth Management
Ohio
$161K -$2.26K -25 -1%
HNB
618
Huntington National Bank
Ohio
$138K -$79.1K – –
HWA
619
HHM Wealth Advisors
Tennessee
$128K +$125K +1,380 +3,833%
PB
620
Pinnacle Bancorp
Nebraska
$127K +$127K +1,402 New
BA
621
Bellwether Advisors
Nebraska
$123K – – –
Commonwealth Equity Services
622
Commonwealth Equity Services
Massachusetts
$120K -$32.1K -354,859 -21%
PC
623
Pecaut & Co
Iowa
$117K – – –
MCC
624
Money Concepts Capital
Florida
$117K -$64.6K -9,679 -36%
CIA
625
Cape Investment Advisory
Georgia
$114K +$114K +1,255 New
23 24
25
26 27