ESGU icon

iShares ESG Aware MSCI USA ETF
ESGU

Overview Fund Activity

334 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, 66 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
+34
Holders Change %
+11.33%
% 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
66
Closed
24
Calls
–
Puts
$16.1M
Net Calls
-$16.1M
Net Calls Change
-$16.1M

Top Buyers

1
BlackRock
BlackRock
New York
$851M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.09B
3
DLIC
Daido Life Insurance Company
Japan
$48.7M
4
5L
55I LLC
Massachusetts
$72.3M
5
LPL Financial
LPL Financial
California
$334M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$4.64M
2
SS
Simplicity Solutions
Minnesota
$4.38M
3
TA
Tiedemann Advisors
New York
$4.28M
4
BCM
Brookstone Capital Management
Illinois
$11.2M
5
VFM
Vivid Financial Management
California
$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
JSL
276
JT Stratford LLC
Georgia
$228K +$228K +2,989 New
Betterment LLC
277
Betterment LLC
New York
$215K +$215K +2,820 New
ACA
278
Aptus Capital Advisors
Alabama
$214K +$214K +2,821 New
NSAM
279
North Star Asset Management
Wisconsin
$209K +$209K +2,745 New
HB
280
Homrich & Berg
Georgia
$203K +$203K +2,661 New
IFS
281
Ifrah Financial Services
Arkansas
$203K +$203K +2,666 New
IAN
282
Integrated Advisors Network
Texas
$200K +$200K +2,618 New
WT
283
Whittier Trust
California
$187K – – –
TPCW
284
TD Private Client Wealth
New York
$168K +$106K +1,395 +172%
AC
285
AlphaCore Capital
California
$163K +$163K +2,140 New
RG
286
Retirement Group
California
$158K +$158K +2,079 New
GRP
287
Global Retirement Partners
California
$156K -$6.42K -84 -4%
AA
288
Advisory Alpha
Michigan
$156K +$156K +2,007 New
PAI
289
Pittenger & Anderson Inc
Nebraska
$153K +$104K +1,360 +211%
KFS
290
Kelly Financial Services
Massachusetts
$140K +$124K +1,628 +761%
MA
291
MUFG Americas
New York
$137K – – –
EP
292
Eudaimonia Partners
Tennessee
$124K -$23.3K -306 -16%
Fidelity Investments
293
Fidelity Investments
Massachusetts
$124K +$64.6K +846 +109%
Rockefeller Capital Management
294
Rockefeller Capital Management
New York
$97K +$13.9K +184 +17%
FFA
295
Founders Financial Alliance
North Carolina
$84K +$84K +1,100 New
RWG
296
Regal Wealth Group
California
$69K -$153 -2 -0.2%
FP
297
Fiduciary Planning
Florida
$65K +$65K +853 New
MPWT
298
MassMutual Private Wealth & Trust
Connecticut
$64K +$45.8K +600 +251%
NC
299
NewSquare Capital
Pennsylvania
$63K -$16K -210 -20%
Fifth Third Bancorp
300
Fifth Third Bancorp
Ohio
$58K +$58K +764 New
10 11
12
13 14