ESGU icon

iShares ESG Aware MSCI USA ETF
ESGU

Overview Fund Activity

748 hedge funds and large institutions have $11.8B invested in iShares ESG Aware MSCI USA ETF in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 270 increasing their positions, 282 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
748
Holders Change
+51
Holders Change %
+7.32%
% of All Funds
10.97%
Holding in Top 10
48
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.67%
% of All Funds
0.7%
New
105
Increased
270
Reduced
282
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$668M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.12B
3
Bank of America
Bank of America
North Carolina
$1.42B
4
Citigroup
Citigroup
New York
$55.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.33B

Top Sellers

1
MB
Mizuho Bank
Japan
$0
2
Northern Trust
Northern Trust
Illinois
$325M
3
TLIC
Taiyo Life Insurance Company
Japan
$0
4
VMPIC
Varma Mutual Pension Insurance Co
Finland
$0
5
Osaic Holdings
Osaic Holdings
Arizona
$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
151
Goodwin Investment Advisory
Georgia
$5.92M -$1.6M -15,266 -21%
HHGA
152
Halbert Hargrove Global Advisors
California
$5.83M -$1.08M -10,320 -16%
AR
153
Apeiron RIA
Texas
$5.78M -$145K -1,384 -2%
Cerity Partners
154
Cerity Partners
New York
$5.77M +$3.66M +34,905 +174%
OWMIAS
155
One Wealth Management Investment & Advisory Services
Florida
$5.69M +$5.69M +54,204 New
LRWA
156
Long Run Wealth Advisors
New York
$5.66M -$287K -2,733 -5%
MMA
157
Miracle Mile Advisors
California
$5.6M +$3.03M +28,851 +118%
CAPTRUST Financial Advisors
158
CAPTRUST Financial Advisors
North Carolina
$5.4M -$183K -1,743 -3%
MBT
159
Montecito Bank & Trust
California
$5.32M +$124K +1,184 +2%
SL
160
SWMG LLC
Texas
$5.21M +$72.4K +690 +1%
SWG
161
Summit Wealth Group
Vermont
$5.01M -$1.36K -13 -0%
TC
162
Trilogy Capital
California
$4.96M -$51.8K -494 -1%
WWP
163
Waypoint Wealth Partners
California
$4.95M -$12.1K -115 -0.2%
FWCM
164
Ferguson Wellman Capital Management
Oregon
$4.92M +$224K +2,137 +5%
MIS
165
Morningstar Investment Services
Illinois
$4.85M +$3.69M +35,105 +321%
KFAA
166
Klaas Financial Asset Advisors
Illinois
$4.82M -$319K -3,043 -6%
AC
167
Adroit Compliance
$4.82M +$4.82M +45,958 New
SPAS
168
Spectrum Planning & Advisory Services
California
$4.77M +$38.6K +368 +0.8%
IFWM
169
Institute for Wealth Management
Colorado
$4.67M -$71.3K -680 -2%
MCWS
170
McKinley Carter Wealth Services
West Virginia
$4.55M +$642K +6,118 +16%
FFN
171
Focus Financial Network
Minnesota
$4.54M -$901K -8,590 -17%
AWM
172
Apollon Wealth Management
South Carolina
$4.51M +$101K +963 +2%
TCA
173
Transcend Capital Advisors
New Jersey
$4.51M -$465K -4,431 -9%
CCFM
174
Clear Creek Financial Management
Washington
$4.49M -$504K -4,806 -10%
RIA
175
Regal Investment Advisors
Michigan
$4.48M +$159K +1,512 +4%
5 6
7
8 9