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 %
SFA
351
Sequoia Financial Advisors
Ohio
$244K 2,838 +2,838 New
NSAM
352
North Star Asset Management
Wisconsin
$236K 2,745 – –
M&T Bank
353
M&T Bank
New York
$224K 2,608 +2,608 New
HCP
354
Holt Capital Partners
Texas
$223K 2,595 +2,595 New
WT
355
Whittier Trust
California
$222K 2,575 +125 +5%
BS
356
Boenning & Scattergood
Pennsylvania
$222K 2,580 +2,580 New
SAM
357
Strategy Asset Managers
California
$221K 2,571 +2,571 New
GKWIM
358
Gerber Kawasaki Wealth & Investment Management
California
$220K 2,558 +2,558 New
MFG
359
Merit Financial Group
Georgia
$219K 2,548 -3,052 -55%
MSA
360
Marino Stram & Associates
Massachusetts
$219K 2,543 +2,543 New
CG
361
Colony Group
Massachusetts
$218K 2,534 +2,534 New
PP
362
PDS Planning
Ohio
$216K 2,507 +2,507 New
IAN
363
Integrated Advisors Network
Texas
$215K 2,504 -114 -4%
RG
364
Retirement Group
California
$213K 2,485 +406 +20%
TP
365
Tranquility Partners
Tennessee
$211K 2,449 +2,449 New
JPMPWA
366
J.P. Morgan Private Wealth Advisors
California
$210K 2,446 +2,446 New
CFG
367
Citizens Financial Group
Rhode Island
$210K 2,446 +2,446 New
QC
368
QCM Cayman
Texas
$204K 2,371 +2,371 New
FA
369
Financial Advisors
Massachusetts
$203K 2,360 +2,360 New
VAS
370
Vestmark Advisory Solutions
Massachusetts
$202K 2,343 +2,343 New
MG
371
Mather Group
Illinois
$201K 2,335 -927 -28%
AC
372
AlphaCore Capital
California
$192K 2,227 +87 +4%
TPCW
373
TD Private Client Wealth
New York
$189K 2,199 -9 -0.4%
SFPG
374
Stonebridge Financial Planning Group
Florida
$182K 2,120 +1,800 +563%
SL
375
Savior LLC
Massachusetts
$175K 2,038 +2,038 New
13 14
15
16 17