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iShares ESG Aware MSCI USA ETF
ESGU

111 hedge funds and large institutions have $1.21B invested in iShares ESG Aware MSCI USA ETF in 2019 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 46 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 3

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

254% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 13

41% more funds holding

Funds holding: 79 → 111 (+32)

17% more capital invested

Capital invested by funds: $1.03B → $1.21B (+$178M)

0.35% less ownership

Funds ownership: 70.89% → 70.54% (-0.35%)

Holders
111
Holders Change
+32
Holders Change %
+40.51%
% of All Funds
2.19%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.08%
New
36
Increased
46
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$26.6M
2
Goldman Sachs
Goldman Sachs
New York
+$21.9M
3
JP Morgan Chase
JP Morgan Chase
New York
+$14.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.9M
5
Wells Fargo
Wells Fargo
California
+$6.54M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$940K
2
SAS
Sage Advisory Services
Texas
-$456K
3
CG
Colony Group
Massachusetts
-$276K
4
Citadel Advisors
Citadel Advisors
Florida
-$260K
5
FWCM
Ferguson Wellman Capital Management
Oregon
-$154K
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
26
Advisor Group
Arizona
$1.5M +$630K +9,253 +78%
FWCM
27
Ferguson Wellman Capital Management
Oregon
$1.38M -$154K -2,262 -10%
FT
28
Fiduciary Trust
Massachusetts
$1.24M +$361K +5,305 +44%
ACM
29
Anfield Capital Management
California
$1.17M +$1.07M +15,707 New
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.12M +$73.3K +1,077 +7%
CAN
31
Cetera Advisor Networks
California
$1.09M +$639K +9,389 +158%
TA
32
Tiedemann Advisors
New York
$1.08M +$1.03M +15,115 New
LFA
33
Legacy Financial Advisors
Kentucky
$993K +$78.4K +1,152 +9%
WP
34
WealthSource Partners
California
$983K +$705K +10,360 +302%
PFGIA
35
Patriot Financial Group Insurance Agency
Massachusetts
$970K +$383K +5,629 +71%
PA
36
Parallel Advisors
California
$967K +$919K +13,505 +22,139%
SFS
37
Sowell Financial Services
Arkansas
$953K +$79.2K +1,163 +10%
Morgan Stanley
38
Morgan Stanley
New York
$949K +$559K +8,216 +161%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$855K +$258K +3,797 +46%
SIAS
40
Shine Investment Advisory Services
Colorado
$793K +$757K +11,120 New
BC
41
Brinker Capital
Pennsylvania
$787K +$223K +3,274 +42%
NAM
42
North American Management
Massachusetts
$768K – – –
HighTower Advisors
43
HighTower Advisors
Illinois
$710K -$1.7K -25 -0.3%
MYIA
44
Mount Yale Investment Advisors
Colorado
$708K +$671K +9,862 New
GAM
45
Gould Asset Management
California
$680K +$129K +1,900 +25%
FA
46
FCG Advisors
New Jersey
$664K +$272 +4 +0%
AIA
47
Ally Invest Advisors
North Carolina
$646K +$617K +9,058 New
IFAM
48
Institutional & Family Asset Management
Colorado
$644K -$2.59K -38 -0.4%
MMA
49
Miracle Mile Advisors
California
$643K +$614K +9,021 New
PFM
50
Parsec Financial Management
North Carolina
$616K +$295K +4,340 +101%
1
2
3 4 5

ESGU Hedge Fund Activity: Q4 2019 in Review

111 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA ETF (ESGU) for Q4 2019, worth a combined $1.21B — up 17% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new ESGU positions and 3 closed out — a net gain of 33 holders — while 46 added to existing stakes and 13 trimmed.

The largest buyer was Bank of America, adding an estimated $26.6M. The largest seller was BlackRock, cutting an estimated $940K.

  • 111 institutional investors held iShares ESG Aware MSCI USA ETF (ESGU) as of Q4 2019, up from 79 in Q3 2019.
  • Funds reported $1.21B of iShares ESG Aware MSCI USA ETF stock for Q4 2019, up 17% quarter-over-quarter.
  • 36 funds opened new iShares ESG Aware MSCI USA ETF positions in Q4 2019 and 3 closed out, a net change of +33 holders.
  • The largest iShares ESG Aware MSCI USA ETF buyer in Q4 2019 was Bank of America, an estimated $26.6M added.
  • The largest iShares ESG Aware MSCI USA ETF seller in Q4 2019 was BlackRock, an estimated $940K sold.

Based on aggregated 13F filings for Q4 2019.