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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.

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
1
Goldman Sachs
New York
$347M
2
SMFG
2
Sumitomo Mitsui Financial Group
Japan
$88.1M
3
M1FG
3
Mach-1 Financial Group
Arkansas
$48.7M
4
CL
4
Choreo LLC
Illinois
$26M
5
EWA
5
EP Wealth Advisors
California
$22.7M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.06B
2
LPL Financial
2
LPL Financial
California
$501M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$243M
4
BlackRock
4
BlackRock
New York
$689M
5
PAS
5
Park Avenue Securities
New York
$201M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
76
Cahill Financial Advisors
Minnesota
$17M -$1.17M -12,988 -6%
Neuberger Berman Group
77
Neuberger Berman Group
New York
$16.9M -$1.46M -16,155 -8%
I
78
IMPACTfolio
Colorado
$16.4M +$819K +9,060 +5%
RJA
79
Raymond James & Associates
Florida
$16.2M -$15M -166,085 -48%
CA
80
Cetera Advisors
Colorado
$15.7M -$21M -232,395 -57%
HFA
81
High Falls Advisors
New York
$15.6M -$22.6M -250,181 -59%
APW
82
Austin Private Wealth
Texas
$15.1M -$27.1M -300,005 -64%
OPS
83
Orion Portfolio Solutions
Nebraska
$14.4M -$6.26M -69,237 -30%
BCI
84
Brinker Capital Investments
Pennsylvania
$14.4M +$9.06M +100,174 +171%
VHAM
85
Van Hulzen Asset Management
California
$14.3M +$743K +8,217 +5%
DA
86
Detalus Advisors
Missouri
$14.3M -$7.91M -87,397 -36%
MFG
87
Merit Financial Group
Georgia
$14.1M -$13.1M -145,291 -48%
JSW
88
Journey Strategic Wealth
New Jersey
$14M +$4.99M +55,199 +56%
WWG
89
West Wealth Group
California
$14M -$23.9M -264,489 -63%
CWS
90
Cypress Wealth Services
California
$13.9M -$5.64M -62,376 -29%
T
91
TNF
Montana
$13.7M -$10.5M -115,132 -43%
MWM
92
Mission Wealth Management
California
$13.3M +$2.08M +22,960 +18%
NCM
93
Northwest Capital Management
Oregon
$13M -$147K -1,628 -1%
HGWM
94
Horst & Graben Wealth Management
Oregon
$13M -$21.2M -233,978 -62%
PWM
95
Perigon Wealth Management
California
$12.9M -$2.4M -26,509 -16%
Millennium Management
96
Millennium Management
New York
$12.1M +$12.1M +134,234 New
AWM
97
Apollon Wealth Management
South Carolina
$11.9M -$1.37M -15,150 -10%
JIC
98
Joel Isaacson & Co
New York
$11.8M +$662K +7,315 +6%
ST
99
Spinnaker Trust
Maine
$11.5M -$1.99M -21,954 -15%
EFG
100
Erickson Financial Group
Pennsylvania
$11.4M +$99K +1,094 +0.9%
2 3
4
5 6