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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
ACP
401
Aveo Capital Partners
Colorado
$247K +$242K +2,722 New
TPCW
402
TD Private Client Wealth
New York
$241K +$40.3K +453 +21%
GDP
403
Great Diamond Partners
Maine
$238K +$233K +2,623 New
HCP
404
Holt Capital Partners
Texas
$236K – – –
WT
405
Whittier Trust
California
$236K +$2.22K +25 +1%
MFG
406
Merit Financial Group
Georgia
$232K – – –
CIBC World Market
407
CIBC World Market
Ontario, Canada
$230K +$225K +2,535 New
RIM
408
Redwood Investment Management
Arizona
$227K +$222K +2,502 New
RG
409
Retirement Group
California
$226K +$89 +1 +0%
BCMO
410
Buckingham Capital Management (Ohio)
Ohio
$226K +$221K +2,489 New
Financial Engines Advisors
411
Financial Engines Advisors
California
$225K +$220K +2,480 New
TP
412
Tranquility Partners
Tennessee
$224K +$978 +11 +0.4%
CFG
413
Citizens Financial Group
Rhode Island
$222K – – –
SS
414
Sunbelt Securities
Texas
$222K +$217K +2,442 New
OBWG
415
Onyx Bridge Wealth Group
New York
$219K +$214K +2,408 New
ODIJL
416
One Day In July LLC
Vermont
$219K +$214K +2,410 New
MG
417
Mather Group
Illinois
$212K – – –
HCM
418
Hudson Capital Management
New Jersey
$212K +$207K +2,330 New
F
419
F3Logic
Minnesota
$210K +$204K +2,298 New
SC
420
Savant Capital
Illinois
$210K +$206K +2,315 New
LWM
421
Laidlaw Wealth Management
New York
$206K +$202K +2,267 New
JFS
422
JD Financial Services
Pennsylvania
$204K -$391K -4,398 -66%
BG
423
Benedetti & Gucer
Georgia
$203K +$199K +2,243 New
AWA
424
Aaron Wealth Advisors
Illinois
$201K -$94.2K -1,060 -32%
GCP
425
GSA Capital Partners
United Kingdom
$201K +$197K +2,213 New
15 16
17
18 19

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.