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iShares ESG Aware MSCI USA ETF
ESGU

489 hedge funds and large institutions have $13.3B invested in iShares ESG Aware MSCI USA ETF in 2021 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 227 increasing their positions, 128 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 28

77% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 128

19% more funds holding in top 10

Funds holding in top 10: 62 → 74 (+12)

15% more funds holding

Funds holding: 427 → 489 (+62)

11% more capital invested

Capital invested by funds: $12B → $13.3B (+$1.34B)

2.46% less ownership

Funds ownership: 88.83% → 86.37% (-2.5%)

Holders
489
Holders Change
+62
Holders Change %
+14.52%
% of All Funds
8.59%
Holding in Top 10
74
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+19.35%
% of All Funds
1.3%
New
94
Increased
227
Reduced
128
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$135M
2
MB
Mizuho Bank
Japan
+$107M
3
Bank of America
Bank of America
North Carolina
+$85.5M
4
Morgan Stanley
Morgan Stanley
New York
+$68.7M
5
JP Morgan Chase
JP Morgan Chase
New York
+$68.4M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$106M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$52.1M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$25.4M
4
FI
FormulaFolio Investments
Michigan
-$19.5M
5
SS
Simplicity Solutions
Minnesota
-$18.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFC
376
Regions Financial Corp
Alabama
$304K +$298K +3,349 New
BS
377
Boenning & Scattergood
Pennsylvania
$301K +$64.9K +730 +28%
LWMG
378
Levy Wealth Management Group
Pennsylvania
$298K +$800 +9 +0.3%
BCA
379
Berman Capital Advisors
Georgia
$296K – – –
HR
380
Hayden Royal
North Carolina
$294K -$156K -1,757 -35%
Millennium Management
381
Millennium Management
New York
$293K +$286K +3,221 New
WWM
382
Western Wealth Management
Colorado
$291K +$285K +3,205 New
PAG
383
Pinnacle Advisory Group
Maryland
$289K -$40.7K -458 -13%
SSCA
384
South Shore Capital Advisors
Massachusetts
$284K -$30.4K -342 -10%
FHA
385
Flagship Harbor Advisors
Massachusetts
$284K -$22.4K -252 -7%
OPCM
386
Osborne Partners Capital Management
California
$283K -$4.45K -50 -2%
SA
387
SL Advisors
New Jersey
$283K – – –
1WA
388
180 Wealth Advisors
Washington
$282K -$27K -304 -9%
GKWIM
389
Gerber Kawasaki Wealth & Investment Management
California
$278K +$45.4K +511 +20%
AC
390
AlphaCore Capital
California
$277K +$73.2K +823 +37%
VWA
391
VERITY Wealth Advisors
United States
$274K -$26K -292 -9%
MWM
392
Mattern Wealth Management
Kansas
$273K -$23.6K -265 -8%
MWM
393
Meridian Wealth Management
Kentucky
$267K +$262K +2,942 New
GC
394
Garde Capital
Washington
$264K – – –
WI
395
WrapManager Inc
California
$263K +$257K +2,896 New
IAN
396
Integrated Advisors Network
Texas
$255K +$27K +304 +12%
QC
397
QCM Cayman
Texas
$255K +$38.5K +433 +18%
TCWA
398
Ten Capital Wealth Advisors
Washington
$255K +$250K +2,815 New
IC
399
IEQ Capital
California
$250K +$245K +2,756 New
NSAM
400
North Star Asset Management
Wisconsin
$249K – – –
14 15
16
17 18

ESGU Hedge Fund Activity: Q1 2021 in Review

489 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA ETF (ESGU) for Q1 2021, worth a combined $13.3B — up 11% from $12B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new ESGU positions and 28 closed out — a net gain of 66 holders — while 227 added to existing stakes and 128 trimmed.

The largest buyer was BlackRock, adding an estimated $135M. The largest seller was Envestnet Asset Management, cutting an estimated $106M.

  • 489 institutional investors held iShares ESG Aware MSCI USA ETF (ESGU) as of Q1 2021, up from 427 in Q4 2020.
  • Funds reported $13.3B of iShares ESG Aware MSCI USA ETF stock for Q1 2021, up 11% quarter-over-quarter.
  • 94 funds opened new iShares ESG Aware MSCI USA ETF positions in Q1 2021 and 28 closed out, a net change of +66 holders.
  • The largest iShares ESG Aware MSCI USA ETF buyer in Q1 2021 was BlackRock, an estimated $135M added.
  • The largest iShares ESG Aware MSCI USA ETF seller in Q1 2021 was Envestnet Asset Management, an estimated $106M sold.

Based on aggregated 13F filings for Q1 2021.