ESGU icon

iShares ESG Aware MSCI USA ETF
ESGU

Overview Fund Activity

734 hedge funds and large institutions have $10.4B invested in iShares ESG Aware MSCI USA ETF in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 184 increasing their positions, 384 reducing their positions, and 65 closing their positions.

Holders
734
Holders Change
-14
Holders Change %
-1.87%
% of All Funds
10.64%
Holding in Top 10
31
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-35.42%
% of All Funds
0.45%
New
66
Increased
184
Reduced
384
Closed
65
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$416M
2
SG Americas Securities
2
SG Americas Securities
New York
$47.8M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$51.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.27B
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$27.9M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$533M
2
Morgan Stanley
2
Morgan Stanley
New York
$315M
3
LPL Financial
3
LPL Financial
California
$230M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$87.1M
5
PAS
5
Park Avenue Securities
New York
$53M
Name Market Value Shares Shares
Change 		Shares
Change %
MBT
151
Montecito Bank & Trust
California
$4.82M 41,940 -8,742 -17%
ACA
152
Aptus Capital Advisors
Alabama
$4.8M 41,723 +32,111 +334%
KWS
153
Keystone Wealth Services
California
$4.66M 40,521 -1,449 -3%
SWP
154
Stratos Wealth Partners
Ohio
$4.49M 39,018 +1,076 +3%
OWMIAS
155
One Wealth Management Investment & Advisory Services
Florida
$4.39M 38,220 -15,984 -29%
RA
156
RFG Advisory
Alabama
$4.26M 37,057 -5,320 -13%
VFA
157
Valeo Financial Advisors
Indiana
$4.19M 37,754 -3,338 -8%
OAP
158
One Advisory Partners
Kansas
$4.18M 36,344 -1,490 -4%
TCA
159
Transcend Capital Advisors
New Jersey
$4.13M 35,928 -7,017 -16%
LNWWM
160
Laird Norton Wetherby Wealth Management
California
$4.06M 35,291 – –
Thrivent Financial for Lutherans
161
Thrivent Financial for Lutherans
Minnesota
$4.01M 34,849 -38,215 -52%
IAN
162
Integrated Advisors Network
Texas
$3.99M 34,738 -131 -0.4%
AAMC
163
Asset Allocation & Management Company
Illinois
$3.91M 34,000 – –
BWL
164
Bogart Wealth LLC
Virginia
$3.87M 33,669 +1,176 +4%
AF
165
Advisornet Financial
Minnesota
$3.87M 33,656 -6,106 -15%
AR
166
Apeiron RIA
Texas
$3.84M 33,365 -21,758 -39%
CCFM
167
Clear Creek Financial Management
Washington
$3.82M 33,266 -9,509 -22%
Focus Partners Wealth
168
Focus Partners Wealth
Massachusetts
$3.75M 32,605 +32,605 New
PWA
169
Physician Wealth Advisors
Utah
$3.74M 33,811 -45,509 -57%
EH
170
Equitable Holdings
New York
$3.61M 31,385 +1,019 +3%
FHA
171
First Horizon Advisors
Tennessee
$3.59M 31,200 -25,306 -45%
CWM
172
Certus Wealth Management
California
$3.57M 31,733 -4,593 -13%
CA
173
CoreCap Advisors
Michigan
$3.56M 30,995 -11,558 -27%
IWM
174
Integris Wealth Management
California
$3.53M 30,726 +49 +0.2%
FCA
175
FLC Capital Advisors
California
$3.46M 30,134 -687 -2%
5 6
7
8 9