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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
$430M
2
MB
Mizuho Bank
Japan
$244M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$74.8M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$858M
5
Citigroup
Citigroup
New York
$65.7M

Top Sellers

1
SWG
Summit Wealth Group
Vermont
$4.68M
2
EWA
EP Wealth Advisors
California
$1.01M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.04B
4
BlackRock
BlackRock
New York
$593M
5
SMFG
Sumitomo Mitsui Financial Group
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
601
Rooted Wealth Advisors
Illinois
$225K -$187K -1,914 -45%
PCH
602
PGIM Custom Harvest
New Jersey
$217K – – –
3LCM
603
3D/L Capital Management
Connecticut
$215K -$108K -1,103 -33%
LWCFA
604
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$214K +$214K +2,196 New
CAI
605
Capital Advisors Inc
Oklahoma
$213K +$213K +2,182 New
IC
606
IEQ Capital
California
$211K -$189K -1,936 -47%
CW
607
Cook Wealth
North Carolina
$210K +$210K +2,108 New
AWM
608
Aprio Wealth Management
Georgia
$210K -$23.1K -237 -10%
SC
609
Stephens Consulting
Michigan
$209K – – –
SPP
610
Single Point Partners
Massachusetts
$209K +$209K +2,144 New
FPCP
611
Fort Point Capital Partners
California
$208K +$208K +2,139 New
NSAM
612
North Star Asset Management
Wisconsin
$208K -$13.2K -135 -6%
MFP
613
Meridian Financial Partners
Virginia
$208K +$208K +2,084 New
HCM
614
Hudson Capital Management
New Jersey
$207K +$207K +2,125 New
CW
615
Connectus Wealth
Ohio
$204K +$204K +2,094 New
AFAS
616
Acorn Financial Advisory Services
Virginia
$203K +$203K +2,085 New
OGF
617
Orin Green Financial
California
$203K +$203K +2,080 New
MWP
618
Moller Wealth Partners
$202K +$202K +2,069 New
TCM
619
TD Capital Management
Tennessee
$197K +$682 +7 +0.3%
CWP
620
Concord Wealth Partners
Virginia
$191K +$96.6K +991 +102%
RFA
621
Resurgent Financial Advisors
Georgia
$191K +$17K +174 +10%
SG Americas Securities
622
SG Americas Securities
New York
$181K +$181K +1,854 New
LWA
623
Lowe Wealth Advisors
Maryland
$173K -$4.87K -50 -3%
BC
624
Bartlett & Co
Ohio
$165K -$8.59K -88 -5%
BCWM
625
Bartlett & Co Wealth Management
Ohio
$165K -$8.58K -88 -5%
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25
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