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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.

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
1
Northern Trust
Illinois
$430M
2
MB
2
Mizuho Bank
Japan
$244M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$74.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$858M
5
Citigroup
5
Citigroup
New York
$65.7M

Top Sellers

1
SWG
1
Summit Wealth Group
Vermont
$4.68M
2
EWA
2
EP Wealth Advisors
California
$1.01M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.04B
4
BlackRock
4
BlackRock
New York
$593M
5
SMFG
5
Sumitomo Mitsui Financial Group
Japan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BTI
76
Blue Trust Inc
Georgia
$16.1M 177,864 -335,878 -65%
JSW
77
Journey Strategic Wealth
New Jersey
$16M 163,696 +9,123 +6%
WWG
78
West Wealth Group
California
$15.4M 158,265 +4,007 +3%
VHAM
79
Van Hulzen Asset Management
California
$15.3M 157,427 -769 -0.5%
HFA
80
High Falls Advisors
New York
$15.1M 154,860 -17,378 -10%
OPS
81
Orion Portfolio Solutions
Nebraska
$14.9M 152,419 -6,430 -4%
BCI
82
Brinker Capital Investments
Pennsylvania
$14.9M 152,419 -6,430 -4%
DL
83
DOHJ LLC
Washington
$14.6M 149,812 +81,739 +120%
VIA
84
Virtus Investment Advisers
Connecticut
$14.5M 148,406 +65,725 +79%
Neuberger Berman Group
85
Neuberger Berman Group
New York
$14.5M 148,358 -37,969 -20%
DA
86
Detalus Advisors
Missouri
$14.4M 148,242 -9,891 -6%
T
87
TNF
Montana
$14.3M 146,716 -2,927 -2%
MFG
88
Merit Financial Group
Georgia
$13.9M 142,490 -13,528 -9%
MWM
89
Mission Wealth Management
California
$13.8M 141,677 -5,585 -4%
NCM
90
Northwest Capital Management
Oregon
$13.6M 139,107 -4,524 -3%
National Bank of Canada
91
National Bank of Canada
Quebec, Canada
$13.5M 138,200 +138,200 New
HGWM
92
Horst & Graben Wealth Management
Oregon
$13M 133,218 -9,954 -7%
JIC
93
Joel Isaacson & Co
New York
$13M 133,038 +2,529 +2%
AAS
94
Avantax Advisory Services
Texas
$12.9M 132,824 -62,002 -32%
AC
95
Apella Capital
Connecticut
$12.8M 131,303 +131,303 New
KWM
96
Keebeck Wealth Management
Illinois
$12.5M 128,426 +17,992 +16%
EFG
97
Erickson Financial Group
Pennsylvania
$12.4M 127,608 +1,340 +1%
AWM
98
AE Wealth Management
Kansas
$12.3M 126,167 -227,289 -64%
CWS
99
Cypress Wealth Services
California
$12M 121,067 -32,328 -21%
ST
100
Spinnaker Trust
Maine
$11.9M 121,914 -5,028 -4%
2 3
4
5 6