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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 %
AWM
626
Avior Wealth Management
Nebraska
$160K -$91.8K -942 -36%
HWA
627
HHM Wealth Advisors
Tennessee
$150K +$11.8K +121 +9%
GFPC
628
Global Financial Private Client
Florida
$140K -$399K -4,084 -74%
CIA
629
Cape Investment Advisory
Georgia
$133K +$11K +113 +9%
IRAG
630
Investment Research & Advisory Group
Georgia
$132K +$132K +1,354 New
EW
631
Element Wealth
Mississippi
$128K +$13.2K +135 +11%
HNB
632
Huntington National Bank
Ohio
$127K -$138K – –
PC
633
Pecaut & Co
Iowa
$111K -$15.7K -161 -12%
LFG
634
Larson Financial Group
Missouri
$110K +$22.8K +234 +26%
BF
635
BOK Financial
Oklahoma
$109K +$109K +1,121 New
BFPW
636
BOK Financial Private Wealth
Colorado
$100K -$13.7K -141 -12%
CSWG
637
Cardinal Strategic Wealth Guidance
Kentucky
$99.3K -$5.17K -53 -5%
ADL
638
Asset Dedication LLC
California
$98K – – –
TLA
639
Tanglewood Legacy Advisors
Texas
$97.5K – – –
TAM
640
Tucker Asset Management
Colorado
$97.2K -$5.36K -55 -5%
GEA
641
Glen Eagle Advisors
New Jersey
$94.8K +$1.56K +16 +2%
EWM
642
Endurance Wealth Management
Rhode Island
$93K – – –
FP
643
Financial Perspectives
Minnesota
$92.8K – – –
Bank of Montreal
644
Bank of Montreal
Ontario, Canada
$89.1K -$112K -1,150 -56%
AWM
645
Abound Wealth Management
Tennessee
$87.7K – – –
OSAM
646
O'Shaughnessy Asset Management
Connecticut
$83.3K +$25.3K +260 +44%
PPC
647
Park Place Capital
Alabama
$77.8K – – –
SS
648
Sunbelt Securities
Texas
$75K +$195 +2 +0.3%
SWM
649
Sugarloaf Wealth Management
Georgia
$74.9K – – –
SIC
650
Salem Investment Counselors
North Carolina
$68.1K +$37.8K +388 +125%
24 25
26
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