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.

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

Top Sellers

1
MB
1
Mizuho Bank
Japan
$0
2
Northern Trust
2
Northern Trust
Illinois
$325M
3
TLIC
3
Taiyo Life Insurance Company
Japan
$0
4
VMPIC
4
Varma Mutual Pension Insurance Co
Finland
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$136M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.42B 13,528,191 +565,540 +4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.33B 12,700,969 +382,145 +3%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.12B 10,674,878 +2,354,004 +28%
Morgan Stanley
4
Morgan Stanley
New York
$668M 6,367,802 +3,554,559 +126%
BlackRock
5
BlackRock
New York
$554M 5,280,015 -204,317 -4%
TIAA Trust, National Association
6
TIAA Trust, National Association
North Carolina
$481M 4,583,209 +20,119 +0.4%
Goldman Sachs
7
Goldman Sachs
New York
$399M 3,804,807 +105,375 +3%
LPL Financial
8
LPL Financial
California
$353M 3,365,093 +16,780 +0.5%
Northern Trust
9
Northern Trust
Illinois
$325M 3,100,044 -1,460,948 -32%
Betterment LLC
10
Betterment LLC
New York
$268M 2,553,484 -11,548 -0.5%
Wells Fargo
11
Wells Fargo
California
$253M 2,415,774 -66,931 -3%
AA
12
Acorns Advisers
California
$230M 2,191,503 +45,234 +2%
BOI
13
Bank of Italy
Italy
$217M 2,068,908 – –
Envestnet Portfolio Solutions
14
Envestnet Portfolio Solutions
Illinois
$198M 1,885,572 +107,590 +6%
Wealthfront Advisers
15
Wealthfront Advisers
California
$162M 1,539,544 +78,338 +5%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$160M 1,522,685 -14,460 -0.9%
PAS
17
Park Avenue Securities
New York
$154M 1,463,170 +36,129 +3%
Osaic Holdings
18
Osaic Holdings
Arizona
$136M 1,297,765 -537,926 -29%
SMFG
19
Sumitomo Mitsui Financial Group
Japan
$122M 1,160,614 +93,614 +9%
MML Investors Services
20
MML Investors Services
Massachusetts
$120M 1,141,320 +44,388 +4%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$111M 1,057,382 -42,318 -4%
Empower Advisory Group
22
Empower Advisory Group
Colorado
$86.7M 825,962 -10,040 -1%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$77.1M 734,758 +42,723 +6%
Ameriprise
24
Ameriprise
Minnesota
$74M 705,329 +6,598 +0.9%
Mirae Asset Global Investments
25
Mirae Asset Global Investments
South Korea
$67.4M 642,030 -170,000 -21%
1
2 3 4 5