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iShares ESG Aware MSCI USA ETF
ESGU

335 hedge funds and large institutions have $7.74B invested in iShares ESG Aware MSCI USA ETF in 2020 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 184 increasing their positions, 67 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 67

154% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 24

22% more capital invested

Capital invested by funds: $6.34B → $7.74B (+$1.4B)

11% more funds holding

Funds holding: 301 → 335 (+34)

5% more funds holding in top 10

Funds holding in top 10: 41 → 43 (+2)

1.08% less ownership

Funds ownership: 87.83% → 86.75% (-1.1%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $16.1M

Holders
335
Holders Change
+34
Holders Change %
+11.3%
% of All Funds
6.76%
Holding in Top 10
43
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.88%
% of All Funds
0.87%
New
61
Increased
184
Reduced
67
Closed
24
Calls
–
Puts
$16.1M
Net Calls
-$16.1M
Net Calls Change
-$16.1M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$253M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$209M
3
DLIC
Daido Life Insurance Company
Japan
+$48.1M
4
5L
55I LLC
Massachusetts
+$36.9M
5
LPL Financial
LPL Financial
California
+$34.7M

Top Sellers

Rank Fund Capital Flow
1
CWS
Cypress Wealth Services
California
-$15.6M
2
AWM
AE Wealth Management
Kansas
-$14.3M
3
SS
Simplicity Solutions
Minnesota
-$13.4M
4
TA
Tiedemann Advisors
New York
-$10M
5
BCM
Brookstone Capital Management
Illinois
-$8.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
HAS
251
HBW Advisory Services
California
$337K -$16.1K -214 -5%
MWM
252
Mission Wealth Management
California
$328K – – –
DC
253
Davenport & Co
Virginia
$318K +$11.4K +151 +4%
HFS
254
Howard Financial Services
Texas
$318K +$314K +4,175 New
LSA
255
Lion Street Advisors
Texas
$315K +$309K +4,105 New
PA
256
Planning Alternatives
Michigan
$313K +$309K +4,108 New
ECM
257
Evergreen Capital Management
Washington
$294K +$291K +3,859 New
DWT
258
Dorsey & Whitney Trust
South Dakota
$290K +$22.6K +300 +9%
HR
259
Hayden Royal
North Carolina
$288K +$7.46K +99 +3%
1WA
260
180 Wealth Advisors
Washington
$287K +$276K +3,665 New
RWM
261
RKL Wealth Management
Pennsylvania
$275K +$979 +13 +0.4%
AFAS
262
Acorn Financial Advisory Services
Virginia
$273K +$75 +1 +0%
EFL
263
ERn Financial LLC
Wisconsin
$272K +$35.1K +466 +15%
WFA
264
Wade Financial Advisory
California
$267K – – –
WWM
265
WT Wealth Management
Arizona
$266K -$9.27K -123 -3%
MWM
266
Mattern Wealth Management
Kansas
$265K -$13.3K -176 -5%
PFA
267
Pathway Financial Advisors
Vermont
$265K +$260K +3,455 New
WANY
268
Wealthspire Advisors (New York)
New York
$264K -$36.5K -485 -12%
WAM
269
Wealthspire Advisors (Maryland)
Maryland
$264K +$261K +3,464 New
MG
270
Mather Group
Illinois
$249K -$89.7K -1,191 -27%
PAG
271
Pinnacle Advisory Group
Maryland
$249K +$247K +3,273 New
BCA
272
Berman Capital Advisors
Georgia
$248K – – –
VBFP
273
Valtinson Bruner Financial Planning
Minnesota
$247K +$8.21K +109 +3%
BBA
274
BLB&B Advisors
Pennsylvania
$242K +$239K +3,175 New
OPCM
275
Osborne Partners Capital Management
California
$241K +$238K +3,165 New
9 10
11
12 13

ESGU Hedge Fund Activity: Q3 2020 in Review

335 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA ETF (ESGU) for Q3 2020, worth a combined $7.74B — up 22% from $6.34B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new ESGU positions and 24 closed out — a net gain of 37 holders — while 184 added to existing stakes and 67 trimmed.

The largest buyer was BlackRock, adding an estimated $253M. The largest seller was Cypress Wealth Services, exiting entirely with an estimated $15.6M sold.

  • 335 institutional investors held iShares ESG Aware MSCI USA ETF (ESGU) as of Q3 2020, up from 301 in Q2 2020.
  • Funds reported $7.74B of iShares ESG Aware MSCI USA ETF stock for Q3 2020, up 22% quarter-over-quarter.
  • 61 funds opened new iShares ESG Aware MSCI USA ETF positions in Q3 2020 and 24 closed out, a net change of +37 holders.
  • The largest iShares ESG Aware MSCI USA ETF buyer in Q3 2020 was BlackRock, an estimated $253M added.
  • The largest iShares ESG Aware MSCI USA ETF seller in Q3 2020 was Cypress Wealth Services, an estimated $15.6M sold.

Based on aggregated 13F filings for Q3 2020.