ESGU icon

iShares ESG Aware MSCI USA ETF
ESGU

Overview Fund Activity

748 hedge funds and large institutions have $11.8B invested in iShares ESG Aware MSCI USA ETF in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 270 increasing their positions, 282 reducing their positions, and 46 closing their positions.

Holders
748
Holders Change
+51
Holders Change %
+7.32%
% of All Funds
10.97%
Holding in Top 10
48
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.67%
% of All Funds
0.7%
New
105
Increased
270
Reduced
282
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$668M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.12B
3
Bank of America
3
Bank of America
North Carolina
$1.42B
4
Citigroup
4
Citigroup
New York
$55.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.33B

Top Sellers

1
MB
1
Mizuho Bank
Japan
$0
2
Northern Trust
2
Northern Trust
Illinois
$325M
3
TLIC
3
Taiyo Life Insurance Company
Japan
$0
4
VMPIC
4
Varma Mutual Pension Insurance Co
Finland
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$136M
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
51
Clarity Asset Management
Iowa
$23.4M 223,467 +223,467 New
IWA
52
Icon Wealth Advisors
Texas
$22.3M 212,777 +212,777 New
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$21.7M 207,036 -49,389 -19%
I
54
IMPACTfolio
Colorado
$20.9M 198,842 +7,544 +4%
AWS
55
Atria Wealth Solutions
New York
$20.1M 191,418 -30,663 -14%
DL
56
DOHJ LLC
Washington
$19.9M 189,441 +25,201 +15%
JSW
57
Journey Strategic Wealth
New Jersey
$19.3M 183,527 +9,214 +5%
National Bank of Canada
58
National Bank of Canada
Quebec, Canada
$19M 182,600 -56,313 -24%
OWA
59
One Wealth Advisors
California
$18.7M 178,416 -950 -0.5%
Truist Financial
60
Truist Financial
North Carolina
$18.7M 177,870 -4,994 -3%
MD
61
Money Design
Japan
$18.3M 174,678 -17,934 -9%
CL
62
Choreo LLC
Illinois
$18.2M 173,311 -3,463 -2%
IWC
63
Integrated Wealth Concepts
Massachusetts
$18.1M 172,752 -9,012 -5%
RJA
64
Raymond James & Associates
Florida
$17.8M 170,105 +1,094 +0.6%
MWM
65
Mission Wealth Management
California
$17.6M 167,459 +30,744 +22%
SHGA
66
Sand Hill Global Advisors
California
$17.3M 165,239 +2,513 +2%
SEI Investments
67
SEI Investments
Pennsylvania
$17.1M 162,834 -4,932 -3%
RJFSA
68
Raymond James Financial Services Advisors
Florida
$16.9M 161,229 -7,066 -4%
AI
69
Atria Investments
North Carolina
$16M 152,557 +7,545 +5%
APW
70
Austin Private Wealth
Texas
$15.5M 147,649 +23,616 +19%
VHAM
71
Van Hulzen Asset Management
California
$15.1M 144,150 -3,050 -2%
Prudential Financial
72
Prudential Financial
New Jersey
$14.7M 140,457 -7,159 -5%
JIC
73
Joel Isaacson & Co
New York
$14.5M 137,879 +1,341 +1%
C1AG
74
Client 1st Advisory Group
Florida
$14.1M 134,460 -28,286 -17%
NCM
75
Northwest Capital Management
Oregon
$14.1M 134,185 -4,467 -3%
1 2
3
4 5