ESGU icon

iShares ESG Aware MSCI USA ETF
ESGU

Overview Fund Activity

425 hedge funds and large institutions have $12B invested in iShares ESG Aware MSCI USA ETF in 2020 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 246 increasing their positions, 45 reducing their positions, and 16 closing their positions.

Holders
425
Holders Change
+91
Holders Change %
+27.25%
% of All Funds
7.54%
Holding in Top 10
62
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+44.19%
% of All Funds
1.1%
New
115
Increased
246
Reduced
45
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.49B
2
Morgan Stanley
2
Morgan Stanley
New York
$467M
3
LPL Financial
3
LPL Financial
California
$578M
4
Bank of America
4
Bank of America
North Carolina
$940M
5
BlackRock
5
BlackRock
New York
$1.09B

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$62.5M
3
SMG
3
Smart Money Group
Texas
$0
4
WI
4
Wintrust Investments
Illinois
$0
5
RCS
5
Retirement Capital Strategies
California
$975K
Name Market Value Shares Shares
Change 		Shares
Change %
FFA
326
Founders Financial Alliance
North Carolina
$332K 3,863 +2,763 +251%
BBA
327
BLB&B Advisors
Pennsylvania
$331K 3,853 +678 +21%
ADIM
328
Alpha DNA Investment Management
Maryland
$328K 3,815 +3,815 New
DWT
329
Dorsey & Whitney Trust
South Dakota
$327K 3,800 – –
PAG
330
Pinnacle Advisory Group
Maryland
$313K 3,642 +369 +11%
RWM
331
RKL Wealth Management
Pennsylvania
$311K 3,620 +13 +0.4%
SSCA
332
South Shore Capital Advisors
Massachusetts
$298K 3,463 +3,463 New
WANY
333
Wealthspire Advisors (New York)
New York
$295K 3,434 -30 -0.9%
FHA
334
Flagship Harbor Advisors
Massachusetts
$291K 3,380 +3,380 New
1WA
335
180 Wealth Advisors
Washington
$286K 3,276 -389 -11%
BCI
336
Brinker Capital Investments
Pennsylvania
$285K 3,318 -6,456 -66%
VWA
337
VERITY Wealth Advisors
United States
$285K 3,307 +3,307 New
MWM
338
Mattern Wealth Management
Kansas
$282K 3,274 -209 -6%
AWA
339
Aaron Wealth Advisors
Illinois
$282K 3,280 +3,280 New
LWMG
340
Levy Wealth Management Group
Pennsylvania
$281K 3,270 +3,270 New
ECM
341
Evergreen Capital Management
Washington
$280K 3,258 -601 -16%
BCA
342
Berman Capital Advisors
Georgia
$280K 3,261 – –
TI
343
Trexquant Investment
Connecticut
$279K 3,242 +3,242 New
SWM
344
Sugarloaf Wealth Management
Georgia
$279K 3,244 +3,244 New
Fidelity Investments
345
Fidelity Investments
Massachusetts
$276K 3,200 +1,575 +97%
OPCM
346
Osborne Partners Capital Management
California
$272K 3,165 – –
SA
347
SL Advisors
New Jersey
$268K 3,115 +3,115 New
ACA
348
Aptus Capital Advisors
Alabama
$259K 3,022 +201 +7%
GC
349
Garde Capital
Washington
$249K 2,900 +2,900 New
PAI
350
Pittenger & Anderson Inc
Nebraska
$247K 2,869 +864 +43%
12 13
14
15 16