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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
LNWWM
126
Laird Norton Wetherby Wealth Management
California
$7.65M – – –
PWM
127
Perigon Wealth Management
California
$7.64M -$6.26M -64,262 -45%
Bessemer Group
128
Bessemer Group
New Jersey
$7.55M +$6.53K +67 +0.1%
Millennium Management
129
Millennium Management
New York
$7.53M -$5.55M -56,952 -42%
LNC
130
Lincoln National Corp
Pennsylvania
$7.5M +$1.67M +17,167 +29%
BEC
131
Blue Edge Capital
Virginia
$7.42M -$281K -2,888 -4%
RA
132
RFG Advisory
Alabama
$7.31M -$1.18M -12,153 -14%
Jane Street
133
Jane Street
New York
$7.28M -$16M -163,912 -69%
PO
134
Private Ocean
California
$7.2M -$367K -3,768 -5%
GIA
135
Goodwin Investment Advisory
Georgia
$7.16M -$460K -4,716 -6%
CFGS
136
Concourse Financial Group Securities
Alabama
$7.1M -$3.67M -37,698 -34%
TA
137
Tiedemann Advisors
New York
$6.95M +$443K +4,548 +7%
PA
138
Parkside Advisors
California
$6.95M +$1.83M +18,737 +36%
AR
139
Apeiron RIA
Texas
$6.88M -$820K -8,413 -11%
AF
140
Allworth Financial
California
$6.81M -$3.77M -38,720 -36%
LWM
141
Liberty Wealth Management
California
$6.73M -$268K -2,751 -4%
FFN
142
Focus Financial Network
Minnesota
$6.71M -$8.67K -89 -0.1%
SCA
143
Snowden Capital Advisors
New York
$6.54M -$2.06M -21,101 -24%
Fisher Asset Management
144
Fisher Asset Management
Washington
$6.41M +$551K +5,652 +9%
MFA
145
Mayflower Financial Advisors
Massachusetts
$6.39M -$652K -8,859 -9%
HHGA
146
Halbert Hargrove Global Advisors
California
$6.37M +$363K +3,724 +6%
AllianceBernstein
147
AllianceBernstein
Tennessee
$6.34M +$980K +10,057 +18%
PAG
148
Private Advisor Group
New Jersey
$6.31M -$1.04M -10,509 -14%
MWM
149
Modera Wealth Management
New Jersey
$6.29M +$6M +61,523 +2,051%
SL
150
SWMG LLC
Texas
$6.24M -$1.57M -16,137 -20%
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