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iShares ESG Aware MSCI USA ETF
ESGU

553 hedge funds and large institutions have $18.1B invested in iShares ESG Aware MSCI USA ETF in 2021 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 320 increasing their positions, 91 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 91

218% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 22

15% more capital invested

Capital invested by funds: $15.7B → $18.1B (+$2.42B)

13% more funds holding in top 10

Funds holding in top 10: 77 → 87 (+10)

8% more funds holding

Funds holding: 513 → 553 (+40)

2.24% less ownership

Funds ownership: 85.83% → 83.59% (-2.2%)

Holders
553
Holders Change
+40
Holders Change %
+7.8%
% of All Funds
9.68%
Holding in Top 10
87
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+12.99%
% of All Funds
1.52%
New
70
Increased
320
Reduced
91
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.02B
2
LPL Financial
LPL Financial
California
+$272M
3
MB
Mizuho Bank
Japan
+$203M
4
Morgan Stanley
Morgan Stanley
New York
+$135M
5
BlackRock
BlackRock
New York
+$131M

Top Sellers

Rank Fund Capital Flow
1
KFS
Kelly Financial Services
Massachusetts
-$133M
2
TAIM
TD Ameritrade Investment Management
Nebraska
-$11.8M
3
T
TRUADVICE
Florida
-$8.89M
4
WP
WealthShield Partners
North Carolina
-$7.3M
5
MA
Mutual Advisors
Nebraska
-$7.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
226
Spire Wealth Management
Virginia
$2.77M +$441K +4,350 +18%
VWA
227
Visionary Wealth Advisors
Illinois
$2.75M +$131K +1,297 +5%
CAG
228
Csenge Advisory Group
Florida
$2.62M +$379K +3,743 +17%
SG
229
StoneX Group
New York
$2.59M +$109K +1,080 +4%
RW
230
Rede Wealth
Virginia
$2.52M +$169K +1,663 +7%
HWMA
231
Heritage Wealth Management (Arizona)
Arizona
$2.5M -$684K -6,748 -21%
SWG
232
Summit Wealth Group
Vermont
$2.5M +$643K +6,349 +33%
HF
233
HRT Financial
New York
$2.43M -$2.45M -24,211 -50%
PTC
234
Private Trust Company
Ohio
$2.39M -$33.4K -330 -1%
UCFA
235
United Capital Financial Advisors
Texas
$2.38M +$963K +9,505 +65%
IA
236
IFG Advisory
Georgia
$2.37M +$2.63K +26 +0.1%
Fisher Asset Management
237
Fisher Asset Management
Washington
$2.37M +$385K +3,796 +19%
OPWM
238
Oxinas Partners Wealth Management
Indiana
$2.31M +$164K +1,617 +7%
BWM
239
Baystate Wealth Management
Massachusetts
$2.28M +$530K +5,227 +29%
HIM
240
Hanlon Investment Management
New Jersey
$2.25M +$339K +3,350 +17%
RJT
241
Raymond James Trust
Florida
$2.25M +$43.6K +430 +2%
SIM
242
Stratos Investment Management
Ohio
$2.14M +$2.2M +21,734 New
CWM
243
Cornerstone Wealth Management
Missouri
$2.11M +$136K +1,339 +7%
LA
244
LexAurum Advisors
Kansas
$2.08M +$146K +1,436 +7%
CWM
245
CCG Wealth Management
California
$2.08M +$2.14M +21,099 New
KCA
246
Karn Couzens & Associates
Connecticut
$2.07M +$37.4K +369 +2%
KA
247
Kovack Advisors
Florida
$2.05M +$562K +5,547 +36%
CT
248
Cambridge Trust
Massachusetts
$2.03M +$378K +3,727 +22%
SP
249
Successful Portfolios
Florida
$2.02M -$64.7K -639 -3%
EWA
250
EP Wealth Advisors
California
$1.94M -$32.4K -320 -2%
8 9
10
11 12

ESGU Hedge Fund Activity: Q3 2021 in Review

553 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA ETF (ESGU) for Q3 2021, worth a combined $18.1B — up 15% from $15.7B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new ESGU positions and 22 closed out — a net gain of 48 holders — while 320 added to existing stakes and 91 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $1.02B. The largest seller was Kelly Financial Services, cutting an estimated $133M.

  • 553 institutional investors held iShares ESG Aware MSCI USA ETF (ESGU) as of Q3 2021, up from 513 in Q2 2021.
  • Funds reported $18.1B of iShares ESG Aware MSCI USA ETF stock for Q3 2021, up 15% quarter-over-quarter.
  • 70 funds opened new iShares ESG Aware MSCI USA ETF positions in Q3 2021 and 22 closed out, a net change of +48 holders.
  • The largest iShares ESG Aware MSCI USA ETF buyer in Q3 2021 was Envestnet Asset Management, an estimated $1.02B added.
  • The largest iShares ESG Aware MSCI USA ETF seller in Q3 2021 was Kelly Financial Services, an estimated $133M sold.

Based on aggregated 13F filings for Q3 2021.