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iShares ESG Aware MSCI USA ETF
ESGU

301 hedge funds and large institutions have $6.34B invested in iShares ESG Aware MSCI USA ETF in 2020 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 181 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

524% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 29

471% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 14

113% more capital invested

Capital invested by funds: $2.97B → $6.34B (+$3.36B)

78% more funds holding in top 10

Funds holding in top 10: 23 → 41 (+18)

27% more funds holding

Funds holding: 237 → 301 (+64)

9.12% more ownership

Funds ownership: 78.71% → 87.83% (+9.1%)

Holders
301
Holders Change
+64
Holders Change %
+27%
% of All Funds
6.17%
Holding in Top 10
41
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+78.26%
% of All Funds
0.84%
New
80
Increased
181
Reduced
29
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$748M
2
BlackRock
BlackRock
New York
+$405M
3
Bank of America
Bank of America
North Carolina
+$270M
4
LPL Financial
LPL Financial
California
+$128M
5
PAS
Park Avenue Securities
New York
+$83.2M

Top Sellers

Rank Fund Capital Flow
1
MCIA
Mountain Capital Investment Advisors
Colorado
-$6.71M
2
RCS
Retirement Capital Strategies
California
-$5.26M
3
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
-$4.33M
4
FLPIM
F.L. Putnam Investment Management
Massachusetts
-$3.87M
5
PFG
PAX Financial Group
Texas
-$2.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFIA
226
Cantor Fitzgerald Investment Advisors
New York
$360K -$2.96K -45 -0.9%
BIA
227
Bigelow Investment Advisors
Maine
$359K +$5.27K +80 +2%
EPP
228
ETF Portfolio Partners
Kansas
$358K +$336K +5,109 New
LA
229
LexAurum Advisors
Kansas
$353K +$332K +5,050 New
KM
230
Kalos Management
Georgia
$344K +$30.4K +461 +11%
Mirae Asset Global Investments
231
Mirae Asset Global Investments
South Korea
$343K +$323K +4,900 New
FHA
232
Flagship Harbor Advisors
Massachusetts
$333K +$313K +4,760 New
QPWM
233
Quadrant Private Wealth Management
Pennsylvania
$333K +$314K +4,764 New
EWM
234
Empirical Wealth Management
Washington
$330K +$311K +4,720 New
HAS
235
HBW Advisory Services
California
$325K +$305K +4,637 New
MG
236
Mather Group
Illinois
$312K +$293K +4,453 New
MWM
237
Mission Wealth Management
California
$301K -$26.3K -400 -9%
BFA
238
Beacon Financial Advisory
Ohio
$296K +$279K +4,234 New
DC
239
Davenport & Co
Virginia
$282K +$265K +4,028 New
GW
240
GW & Wade
Massachusetts
$281K +$264K +4,014 New
WANY
241
Wealthspire Advisors (New York)
New York
$276K -$2.3K -35 -0.9%
EIG
242
Ellenbecker Investment Group
Wisconsin
$273K +$2.11K +32 +0.8%
FPGK
243
Financial Partners Group (Kansas)
Kansas
$270K +$254K +3,852 New
FRA
244
Front Row Advisors
California
$266K +$171K +2,600 +217%
HR
245
Hayden Royal
North Carolina
$258K +$242K +3,683 New
MWM
246
Mattern Wealth Management
Kansas
$256K +$241K +3,659 New
WWM
247
WT Wealth Management
Arizona
$253K -$856 -13 -0.4%
RWM
248
RKL Wealth Management
Pennsylvania
$252K +$1.38K +21 +0.6%
AFAS
249
Acorn Financial Advisory Services
Virginia
$251K +$236K +3,583 New
MFG
250
Magnus Financial Group
New York
$247K +$232K +3,527 New
8 9
10
11 12

ESGU Hedge Fund Activity: Q2 2020 in Review

301 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA ETF (ESGU) for Q2 2020, worth a combined $6.34B — up 113% from $2.97B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new ESGU positions and 14 closed out — a net gain of 66 holders — while 181 added to existing stakes and 29 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $748M. The largest seller was Mountain Capital Investment Advisors, cutting an estimated $6.71M.

  • 301 institutional investors held iShares ESG Aware MSCI USA ETF (ESGU) as of Q2 2020, up from 237 in Q1 2020.
  • Funds reported $6.34B of iShares ESG Aware MSCI USA ETF stock for Q2 2020, up 113% quarter-over-quarter.
  • 80 funds opened new iShares ESG Aware MSCI USA ETF positions in Q2 2020 and 14 closed out, a net change of +66 holders.
  • The largest iShares ESG Aware MSCI USA ETF buyer in Q2 2020 was Envestnet Asset Management, an estimated $748M added.
  • The largest iShares ESG Aware MSCI USA ETF seller in Q2 2020 was Mountain Capital Investment Advisors, an estimated $6.71M sold.

Based on aggregated 13F filings for Q2 2020.