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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.

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
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 %
I
126
INVST
Indiana
$7.83M -$11M -120,780 -58%
SHIM
127
Stone House Investment Management
Pennsylvania
$7.79M -$15.4M -170,499 -66%
ASN
128
Advisory Services Network
Georgia
$7.78M -$3.66M -40,451 -32%
SS
129
Simplicity Solutions
Minnesota
$7.76M +$7.76M +85,789 New
VIA
130
Virtus Investment Advisers
Connecticut
$7.48M – – –
PFG
131
PAX Financial Group
Texas
$7.44M -$17.1M -189,594 -70%
PMA
132
Prudent Man Advisors
Illinois
$7.31M -$384K -4,240 -5%
SL
133
SWMG LLC
Texas
$7.25M -$7.56M -83,563 -51%
SL
134
Sentinus LLC
Illinois
$7.23M -$6.23M -68,932 -46%
BEC
135
Blue Edge Capital
Virginia
$7.15M -$463K -5,123 -6%
MCIA
136
Mountain Capital Investment Advisors
Colorado
$7.15M -$2.88M -31,652 -29%
AR
137
Apeiron RIA
Texas
$7.14M -$8.56M -94,659 -55%
LNWWM
138
Laird Norton Wetherby Wealth Management
California
$7.1M -$408K -4,507 -5%
GIA
139
Goodwin Investment Advisory
Georgia
$7.08M -$89.7K -992 -1%
PO
140
Private Ocean
California
$7.02M -$518K -5,727 -7%
Bessemer Group
141
Bessemer Group
New Jersey
$7M +$2.62K +29 +0%
FFA
142
Farther Finance Advisors
California
$6.88M -$3.35M -36,990 -33%
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$6.76M -$1.51M -16,663 -18%
MFA
144
Mayflower Financial Advisors
Massachusetts
$6.73M -$4.37M -62,038 -39%
PAG
145
Private Advisor Group
New Jersey
$6.72M -$5.36M -59,225 -44%
FLPIM
146
F.L. Putnam Investment Management
Massachusetts
$6.59M +$694K +7,671 +12%
LWM
147
Liberty Wealth Management
California
$6.5M +$6.5M +71,846 New
FHA
148
First Horizon Advisors
Tennessee
$6.44M -$5.85M -64,644 -48%
WF
149
Williams Financial
Vermont
$6.27M +$6.27M +69,278 New
FFN
150
Focus Financial Network
Minnesota
$6.23M -$9.16M -101,232 -60%
4 5
6
7 8