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iShares ESG Aware MSCI USA ETF
ESGU

237 hedge funds and large institutions have $2.97B invested in iShares ESG Aware MSCI USA ETF in 2020 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 73 increasing their positions, 11 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,067% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 12

564% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 11

475% more funds holding in top 10

Funds holding in top 10: 4 → 23 (+19)

146% more capital invested

Capital invested by funds: $1.21B → $2.97B (+$1.77B)

114% more funds holding

Funds holding: 111 → 237 (+126)

8.17% more ownership

Funds ownership: 70.54% → 78.71% (+8.2%)

Holders
237
Holders Change
+126
Holders Change %
+113.51%
% of All Funds
5.22%
Holding in Top 10
23
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+475%
% of All Funds
0.51%
New
140
Increased
73
Reduced
11
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$867M
2
LPL Financial
LPL Financial
California
+$132M
3
Bank of America
Bank of America
North Carolina
+$109M
4
PAS
Park Avenue Securities
New York
+$101M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$72M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$5.74M
2
HHGA
Halbert Hargrove Global Advisors
California
-$1.29M
3
ACM
Anfield Capital Management
California
-$1.17M
4
NA
Nottingham Advisors
New York
-$1.15M
5
FLPIM
F.L. Putnam Investment Management
Massachusetts
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
WI
76
Wintrust Investments
Illinois
$2.52M +$2.98M +43,757 New
SS
77
Simplicity Solutions
Minnesota
$2.41M +$2.86M +41,968 New
WP
78
WealthShield Partners
North Carolina
$2.36M +$2.79M +41,019 New
GCA
79
Greenwood Capital Associates
South Carolina
$2.32M +$2.75M +40,419 New
DE
80
Day & Ennis
Georgia
$2.31M +$2.74M +40,205 New
RJA
81
Raymond James & Associates
Florida
$2.28M +$2.7M +39,627 New
SMG
82
Smart Money Group
Texas
$2.28M +$2.7M +39,606 New
Stifel Financial
83
Stifel Financial
Missouri
$2.24M +$2.65M +38,989 New
KC
84
Kadensa Capital
Hong Kong
$2.23M +$2.63M +38,696 New
C1AG
85
Client 1st Advisory Group
Florida
$2.17M +$2.57M +37,785 New
AWM
86
Alterna Wealth Management
Texas
$2.09M +$2.48M +36,393 New
PFGIA
87
Patriot Financial Group Insurance Agency
Massachusetts
$1.97M +$1.4M +20,577 +151%
CAN
88
Cetera Advisor Networks
California
$1.85M +$1.15M +16,946 +111%
CC
89
Copperleaf Capital
North Carolina
$1.83M +$2.17M +31,873 New
RCA
90
Rowland Carmichael Advisors
Arizona
$1.83M +$2.12M +31,161 +5,185%
MBT
91
Montecito Bank & Trust
California
$1.81M +$2.15M +31,530 New
BHWM
92
Bay Harbor Wealth Management
Maryland
$1.79M +$2.12M +31,149 New
HGWM
93
Horst & Graben Wealth Management
Oregon
$1.78M +$2.11M +30,949 New
AIA
94
Ally Invest Advisors
North Carolina
$1.77M +$1.48M +21,792 +241%
CWM
95
Cornerstone Wealth Management
Missouri
$1.68M +$1.98M +29,146 New
VWM
96
Venturi Wealth Management
Texas
$1.67M +$1.98M +29,125 New
SCA
97
Snowden Capital Advisors
New York
$1.58M +$1.34M +19,709 +252%
FAIM
98
Financial Advocates Investment Management
Washington
$1.55M +$1.57M +23,011 +574%
PPW
99
Parcion Private Wealth
Washington
$1.55M +$1.84M +26,990 New
TPWA
100
TRUE Private Wealth Advisors
Oregon
$1.51M +$1.79M +26,303 New
2 3
4
5 6

ESGU Hedge Fund Activity: Q1 2020 in Review

237 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA ETF (ESGU) for Q1 2020, worth a combined $2.97B — up 146% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new ESGU positions and 12 closed out — a net gain of 128 holders — while 73 added to existing stakes and 11 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $867M. The largest seller was Jane Street, exiting entirely with an estimated $5.74M sold.

  • 237 institutional investors held iShares ESG Aware MSCI USA ETF (ESGU) as of Q1 2020, up from 111 in Q4 2019.
  • Funds reported $2.97B of iShares ESG Aware MSCI USA ETF stock for Q1 2020, up 146% quarter-over-quarter.
  • 140 funds opened new iShares ESG Aware MSCI USA ETF positions in Q1 2020 and 12 closed out, a net change of +128 holders.
  • The largest iShares ESG Aware MSCI USA ETF buyer in Q1 2020 was Envestnet Asset Management, an estimated $867M added.
  • The largest iShares ESG Aware MSCI USA ETF seller in Q1 2020 was Jane Street, an estimated $5.74M sold.

Based on aggregated 13F filings for Q1 2020.