ESGU icon

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 %
CWC
676
Carolinas Wealth Consulting
North Carolina
$18.6K – – –
KFI
677
Key Financial Inc
Pennsylvania
$18.2K +$3.61K +37 +25%
BCM
678
Bourgeon Capital Management
Connecticut
$18K +$18K +185 New
CA
679
Centerpoint Advisors
Massachusetts
$18K +$3.11K +32 +21%
BCMLT
680
Beacon Capital Management LLC (Tennessee)
Tennessee
$17.5K – – –
ACA
681
Atlas Capital Advisors
Wyoming
$13.9K – – –
CB
682
Community Bank
New York
$12.2K – – –
DWMG
683
DB Wealth Management Group
California
$11.7K – – –
HPC
684
HM Payson & Co
Maine
$10.5K +$10.5K +108 New
LWANC
685
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.55K – – –
FGAM
686
Financial Gravity Asset Management
Texas
$8.74K +$553 +5,671 +7%
RWM
687
Ruedi Wealth Management
Illinois
$8.72K -$83K -847 -90%
Fifth Third Bancorp
688
Fifth Third Bancorp
Ohio
$8.19K -$2.92K -30 -26%
FFC
689
First Financial Corp
Indiana
$8.09K – – –
WP
690
WealthPLAN Partners
Nebraska
$7.41K -$1.42M -14,547 -99%
GWS
691
Glassman Wealth Services
Virginia
$6.73K +$6.73K +69 New
GT
692
Glenmede Trust
Pennsylvania
$5.25K – – –
RDFA
693
Ritter Daniher Financial Advisory
Ohio
$4.19K +$4.19K +43 New
KA
694
Kozak & Associates
Colorado
$4.1K +$4.1K +42 New
C
695
Covestor
United Kingdom
$4K -$98 -1 -2%
NL
696
NVWM LLC
Pennsylvania
$4K +$4K +41 New
PMFA
697
Plante Moran Financial Advisors
Michigan
$3.4K – – –
BC
698
Barrett & Company
Rhode Island
$3.02K – – –
SAG
699
Spotlight Asset Group
Illinois
$2.53K +$2.53K +26 New
VF
700
VitalStone Financial
Texas
$2K -$8.24K -103 -80%
26 27
28
29 30