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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
RJFSA
51
Raymond James Financial Services Advisors
Florida
$581K +$171K +2,518 +45%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$579K +$182K +2,673 +49%
VCM
53
Vision Capital Management
Oregon
$577K +$550K +8,085 New
SCA
54
Snowden Capital Advisors
New York
$557K +$127K +1,870 +31%
RFN
55
RDA Financial Network
Iowa
$540K +$505K +7,414 New
Citadel Advisors
56
Citadel Advisors
Florida
$526K -$260K -3,816 -34%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$508K +$316K +4,648 +187%
WCFA
58
Walkner Condon Financial Advisors
Wisconsin
$493K +$470K +6,908 New
FANJ
59
Financial Architects (New Jersey)
New Jersey
$455K -$5.45K -80 -1%
WA
60
WBH Advisory
Maryland
$367K +$351K +5,150 New
WP
61
WealthPLAN Partners
Nebraska
$360K +$326K +4,786 New
CFIA
62
Cantor Fitzgerald Investment Advisors
New York
$353K -$17.8K -262 -5%
WIP
63
Wellesley Investment Partners
Massachusetts
$349K +$334K +4,907 New
TFO
64
Tarbox Family Office
California
$342K +$218K +3,200 +201%
MWM
65
Mission Wealth Management
California
$341K – – –
BIA
66
Bigelow Investment Advisors
Maine
$339K +$4.42K +65 +1%
SEIA
67
Signature Estate & Investment Advisors
California
$332K +$7.69K +113 +2%
SWP
68
Stratos Wealth Partners
Ohio
$295K +$25.9K +381 +10%
AF
69
Advisornet Financial
Minnesota
$290K +$16.4K +241 +6%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$288K +$275K +4,035 New
FAIM
71
Financial Advocates Investment Management
Washington
$286K -$98K -1,440 -26%
WANY
72
Wealthspire Advisors (New York)
New York
$273K – – –
EIG
73
Ellenbecker Investment Group
Wisconsin
$273K +$1.57K +23 +0.6%
IWC
74
Integrated Wealth Concepts
Massachusetts
$270K +$258K +3,786 New
CFG
75
Cooper Financial Group
California
$260K – – –
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.