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iShares ESG Aware MSCI USA ETF
ESGU

79 hedge funds and large institutions have $1.03B invested in iShares ESG Aware MSCI USA ETF in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 9

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

31% more capital invested

Capital invested by funds: $789M → $1.03B (+$242M)

18% more funds holding

Funds holding: 67 → 79 (+12)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

157.82% less ownership

Funds ownership: 228.71% → 70.89% (-158%)

Holders
79
Holders Change
+12
Holders Change %
+17.91%
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
35
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$190M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.5M
3
Wells Fargo
Wells Fargo
California
+$9.47M
4
FLPIM
F.L. Putnam Investment Management
Massachusetts
+$6.15M
5
JP Morgan Chase
JP Morgan Chase
New York
+$6.06M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.69M
2
UCFA
United Capital Financial Advisors
Texas
-$560K
3
RCS
Retirement Capital Strategies
California
-$274K
4
EWA
ERTS Wealth Advisors
Michigan
-$215K
5
VBFP
Valtinson Bruner Financial Planning
Minnesota
-$89.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
51
Wealthspire Advisors (New York)
New York
$250K +$1.95K +30 +0.8%
AF
52
Advisornet Financial
Minnesota
$250K +$169K +2,599 +212%
EIG
53
Ellenbecker Investment Group
Wisconsin
$249K -$65 -1 -0%
SWP
54
Stratos Wealth Partners
Ohio
$245K +$244K +3,755 New
CFG
55
Cooper Financial Group
California
$238K – – –
VBFP
56
Valtinson Bruner Financial Planning
Minnesota
$227K -$89.8K -1,381 -29%
WP
57
WealthSource Partners
California
$224K +$223K +3,428 New
SBSB
58
Sullivan, Bruyette, Speros & Blaney
Virginia
$217K +$215K +3,313 New
PCIA
59
Prime Capital Investment Advisors
Kansas
$201K – – –
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$162K +$148K +2,283 +1,142%
CFG
61
Citizens Financial Group
Rhode Island
$160K – – –
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$140K – – –
TFO
63
Tarbox Family Office
California
$104K – – –
CWM
64
Cranbrook Wealth Management
Michigan
$100K +$99.8K +1,535 New
WT
65
Whittier Trust
California
$98K – – –
SPIA
66
Steward Partners Investment Advisory
New York
$87K – – –
FAAS
67
First Allied Advisory Services
California
$82K +$80.1K +1,232 New
LFG
68
LifePlan Financial Group
Ohio
$77K – – –
BCI
69
Brinker Capital Investments
Pennsylvania
$61K +$21.2K +326 +54%
RWG
70
Regal Wealth Group
California
$58K +$57.9K +890 New
GWM
71
Geneos Wealth Management
Colorado
$20K – – –
IA
72
IFP Advisors
Florida
$20K +$19.8K +304 New
AIM
73
Advantage Investment Management
Iowa
$18K – – –
Citigroup
74
Citigroup
New York
$12K +$1.3K +20 +13%
JFA
75
JNBA Financial Advisors
Minnesota
$10K – – –
1 2
3
4

ESGU Hedge Fund Activity: Q3 2019 in Review

79 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA ETF (ESGU) for Q3 2019, worth a combined $1.03B — up 31% from $789M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ESGU positions and 5 closed out — a net gain of 12 holders — while 35 added to existing stakes and 9 trimmed.

The largest buyer was Bank of America, adding an estimated $190M. The largest seller was Susquehanna International Group, cutting an estimated $1.69M.

  • 79 institutional investors held iShares ESG Aware MSCI USA ETF (ESGU) as of Q3 2019, up from 67 in Q2 2019.
  • Funds reported $1.03B of iShares ESG Aware MSCI USA ETF stock for Q3 2019, up 31% quarter-over-quarter.
  • 17 funds opened new iShares ESG Aware MSCI USA ETF positions in Q3 2019 and 5 closed out, a net change of +12 holders.
  • The largest iShares ESG Aware MSCI USA ETF buyer in Q3 2019 was Bank of America, an estimated $190M added.
  • The largest iShares ESG Aware MSCI USA ETF seller in Q3 2019 was Susquehanna International Group, an estimated $1.69M sold.

Based on aggregated 13F filings for Q3 2019.