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iShares ESG Aware MSCI USA ETF
ESGU

67 hedge funds and large institutions have $789M invested in iShares ESG Aware MSCI USA ETF in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 10

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

8% more funds holding

Funds holding: 62 → 67 (+5)

6% more capital invested

Capital invested by funds: $746M → $789M (+$42.8M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

54.18% less ownership

Funds ownership: 282.89% → 228.71% (-54%)

Holders
67
Holders Change
+5
Holders Change %
+8.06%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
32
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$11.3M
2
BlackRock
BlackRock
New York
+$7.16M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.15M
4
Wells Fargo
Wells Fargo
California
+$3.64M
5
Ameriprise
Ameriprise
Minnesota
+$2.32M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$2.36M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.19M
3
LPL Financial
LPL Financial
California
-$132K
4
CGI
Cougar Global Investments
Ontario, Canada
-$38K
5
IC
Inscription Capital
Texas
-$34K
Name Holding Trade Value Shares
Change 		Change in
Stake
BEC
26
Blue Edge Capital
Virginia
$533K +$236K +3,719 +82%
FA
27
FCG Advisors
New Jersey
$456K +$66.5K +1,049 +17%
FANJ
28
Financial Architects (New Jersey)
New Jersey
$427K +$17.8K +281 +4%
GAM
29
Gould Asset Management
California
$426K -$5.71K -90 -1%
SAS
30
Sage Advisory Services
Texas
$383K -$444 -7 -0.1%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$364K +$104K +1,640 +41%
BIA
32
Bigelow Investment Advisors
Maine
$336K +$27.1K +427 +9%
VBFP
33
Valtinson Bruner Financial Planning
Minnesota
$313K +$2.35K +37 +0.8%
MWM
34
Mission Wealth Management
California
$303K – – –
SEIA
35
Signature Estate & Investment Advisors
California
$294K +$18.5K +292 +7%
CG
36
Colony Group
Massachusetts
$273K – – –
EIG
37
Ellenbecker Investment Group
Wisconsin
$246K +$242K +3,809 New
WANY
38
Wealthspire Advisors (New York)
New York
$245K +$241K +3,794 New
CFG
39
Cooper Financial Group
California
$235K +$231K +3,639 New
BC
40
Brinker Capital
Pennsylvania
$222K – – –
LFA
41
Legacy Financial Advisors
Kentucky
$217K +$13.4K +211 +7%
EWA
42
ERTS Wealth Advisors
Michigan
$215K +$3.17K +50 +2%
HighTower Advisors
43
HighTower Advisors
Illinois
$208K +$204K +3,214 New
PCIA
44
Prime Capital Investment Advisors
Kansas
$198K +$195K +3,074 New
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
$169K +$163K +2,565 +7,125%
CFG
46
Citizens Financial Group
Rhode Island
$158K – – –
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$138K -$14.6K -230 -10%
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$113K -$18.5K -292 -14%
TFO
49
Tarbox Family Office
California
$103K – – –
WT
50
Whittier Trust
California
$97K – – –
1
2
3

ESGU Hedge Fund Activity: Q2 2019 in Review

67 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA ETF (ESGU) for Q2 2019, worth a combined $789M — up 5.7% from $746M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ESGU positions and 6 closed out — a net gain of 5 holders — while 32 added to existing stakes and 10 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $11.3M. The largest seller was UBS Group, cutting an estimated $2.36M.

  • 67 institutional investors held iShares ESG Aware MSCI USA ETF (ESGU) as of Q2 2019, up from 62 in Q1 2019.
  • Funds reported $789M of iShares ESG Aware MSCI USA ETF stock for Q2 2019, up 5.7% quarter-over-quarter.
  • 11 funds opened new iShares ESG Aware MSCI USA ETF positions in Q2 2019 and 6 closed out, a net change of +5 holders.
  • The largest iShares ESG Aware MSCI USA ETF buyer in Q2 2019 was JP Morgan Chase, an estimated $11.3M added.
  • The largest iShares ESG Aware MSCI USA ETF seller in Q2 2019 was UBS Group, an estimated $2.36M sold.

Based on aggregated 13F filings for Q2 2019.