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 %
SA
701
Scarborough Advisors
Maryland
– -$14.1M -166,342 Closed
DLIC
702
Daido Life Insurance Company
Japan
– -$13.7M -161,823 Closed
CG
703
Clifford Group
Massachusetts
– -$10.2M -120,012 Closed
4WM
704
4J Wealth Management
Virginia
– -$7.34M -86,627 Closed
PG
705
Prostatis Group
Maryland
– -$4.41M -51,995 Closed
GCA
706
Greenwood Capital Associates
South Carolina
– -$2.99M -35,241 Closed
HF
707
HRT Financial
New York
– -$2.1M -24,772 Closed
Brown Advisory
708
Brown Advisory
Maryland
– -$1.86M -21,903 Closed
SG
709
StoneX Group
New York
– -$1.72M -20,267 Closed
OMC
710
Old Mission Capital
Illinois
– -$1.58M -18,700 Closed
FCAM
711
First Citizens Asset Management
North Carolina
– -$1.46M -17,210 Closed
WIM
712
WealthPlan Investment Management
Nebraska
– -$1.41M -15,467 Closed
OFG
713
OmniStar Financial Group
North Carolina
– -$1.23M -14,554 Closed
LFA
714
LGT Financial Advisors
Texas
– -$1.15M -13,601 Closed
RB
715
Renasant Bank
Mississippi
– -$743K -8,768 Closed
WF
716
Wayfinding Financial
Washington
– -$810K -8,352 Closed
AF
717
Affiance Financial
Minnesota
– -$595K -7,019 Closed
WI
718
Wintrust Investments
Illinois
– -$500K -5,901 Closed
JCM
719
Janney Capital Management
Pennsylvania
– -$456K -5,382 Closed
Renaissance Technologies
720
Renaissance Technologies
New York
– -$432K -5,100 Closed
PP
721
Prosperity Planning
Missouri
– -$369K -5,076 Closed
TFA
722
Teamwork Financial Advisors
Texas
– -$406K -4,786 Closed
GFS
723
GYL Financial Synergies
Connecticut
– -$383K -4,519 Closed
Two Sigma Investments
724
Two Sigma Investments
New York
– -$381K -4,500 Closed
MPWT
725
MassMutual Private Wealth & Trust
Connecticut
– -$371K -4,372 Closed
27 28
29
30 31