ESGU icon

iShares ESG Aware MSCI USA ETF
ESGU

Overview Fund Activity

704 hedge funds and large institutions have $22.1B invested in iShares ESG Aware MSCI USA ETF in 2022 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 187 increasing their positions, 334 reducing their positions, and 52 closing their positions.

Holders
704
Holders Change
+41
Holders Change %
+6.18%
% of All Funds
11.36%
Holding in Top 10
105
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.25%
% of All Funds
1.69%
New
107
Increased
187
Reduced
334
Closed
52
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$883M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$145M
3
AWA
3
Arete Wealth Advisors
Illinois
$4.28B
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$67.8M
5
TLIC
5
Taiyo Life Insurance Company
Japan
$111M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$43.5M
2
BF
2
Brooklyn FI
New York
$435K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.5B
4
BlackRock
4
BlackRock
New York
$1.02B
5
Morgan Stanley
5
Morgan Stanley
New York
$574M
Name Market Value Shares Shares
Change 		Shares
Change %
SXL
101
Summit X LLC
Missouri
$15.9M 190,002 -18,464 -9%
NA
102
NewEdge Advisors
Louisiana
$15.5M 921,951 -64,480 -7%
MD
103
Money Design
Japan
$15.4M 181,643 +26,230 +17%
Mariner
104
Mariner
Kansas
$15.4M 181,577 +106,733 +143%
RA
105
RFG Advisory
Alabama
$15.2M 166,304 +2,286 +1%
SEI Investments
106
SEI Investments
Pennsylvania
$15.2M 179,655 -11,544 -6%
AR
107
Apeiron RIA
Texas
$14.7M 173,640 +23,477 +16%
I
108
IMPACTfolio
Colorado
$14.6M 171,865 +3,613 +2%
BFA
109
BMS Financial Advisors
South Dakota
$14.5M 134,239 +36,093 +37%
FFN
110
Focus Financial Network
Minnesota
$14.4M 170,130 -11,916 -7%
PWM
111
Perigon Wealth Management
California
$14.3M 169,115 -33,790 -17%
SCA
112
Snowden Capital Advisors
New York
$14.1M 166,390 +1,527 +0.9%
SA
113
Scarborough Advisors
Maryland
$14.1M 166,342 -74,175 -31%
WP
114
WealthShield Partners
North Carolina
$14.1M 165,967 -24,446 -13%
SL
115
SWMG LLC
Texas
$13.9M 163,745 -14,470 -8%
TF
116
Trek Financial
Arizona
$13.8M 162,788 -11,067 -6%
DLIC
117
Daido Life Insurance Company
Japan
$13.7M 161,823 -520,069 -76%
Citigroup
118
Citigroup
New York
$12.8M 151,592 +30,252 +25%
VHAM
119
Van Hulzen Asset Management
California
$12.7M 149,979 -22,607 -13%
SL
120
Sentinus LLC
Illinois
$12.6M 148,919 -8,865 -6%
ST
121
Spinnaker Trust
Maine
$12.6M 148,896 +9,957 +7%
AWM
122
Apollon Wealth Management
South Carolina
$12.5M 147,232 +76,034 +107%
BHWM
123
Bay Harbor Wealth Management
Maryland
$12.4M 146,603 -24,659 -14%
KWM
124
Keebeck Wealth Management
Illinois
$12.3M 145,407 +28,953 +25%
NCM
125
Northwest Capital Management
Oregon
$12.3M 145,259 -5,462 -4%
3 4
5
6 7