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iShares ESG Aware MSCI USA ETF
ESGU

301 hedge funds and large institutions have $6.34B invested in iShares ESG Aware MSCI USA ETF in 2020 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 181 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

524% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 29

471% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 14

113% more capital invested

Capital invested by funds: $2.97B → $6.34B (+$3.36B)

78% more funds holding in top 10

Funds holding in top 10: 23 → 41 (+18)

27% more funds holding

Funds holding: 237 → 301 (+64)

9.12% more ownership

Funds ownership: 78.71% → 87.83% (+9.1%)

Holders
301
Holders Change
+64
Holders Change %
+27%
% of All Funds
6.17%
Holding in Top 10
41
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+78.26%
% of All Funds
0.84%
New
80
Increased
181
Reduced
29
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$748M
2
BlackRock
BlackRock
New York
+$405M
3
Bank of America
Bank of America
North Carolina
+$270M
4
LPL Financial
LPL Financial
California
+$128M
5
PAS
Park Avenue Securities
New York
+$83.2M

Top Sellers

Rank Fund Capital Flow
1
MCIA
Mountain Capital Investment Advisors
Colorado
-$6.71M
2
RCS
Retirement Capital Strategies
California
-$5.26M
3
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
-$4.33M
4
FLPIM
F.L. Putnam Investment Management
Massachusetts
-$3.87M
5
PFG
PAX Financial Group
Texas
-$2.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
VHAM
76
Van Hulzen Asset Management
California
$7.2M +$1.33M +20,207 +24%
FT
77
Fiduciary Trust
Massachusetts
$7.05M +$5.32M +80,783 +406%
LWM
78
Liberty Wealth Management
California
$6.83M +$3.06M +46,514 +91%
CAM
79
Concorde Asset Management
Michigan
$6.78M +$2.76M +41,922 +76%
DE
80
Day & Ennis
Georgia
$6.24M +$3.22M +48,913 +122%
SCA
81
Snowden Capital Advisors
New York
$6.24M +$4.05M +61,570 +224%
SFS
82
Sowell Financial Services
Arkansas
$6.03M +$2.36M +35,883 +71%
KeyBank National Association
83
KeyBank National Association
Ohio
$5.89M +$1.52M +23,141 +38%
LFG
84
LifePlan Financial Group
Ohio
$5.68M +$2.28M +34,679 +75%
WP
85
WealthShield Partners
North Carolina
$5.68M +$2.64M +40,136 +98%
HPWM
86
Highland Private Wealth Management
Washington
$5.66M +$653K +9,920 +14%
APW
87
Austin Private Wealth
Texas
$5.63M +$4.22M +64,101 +393%
RCA
88
Rowland Carmichael Advisors
Arizona
$5.57M +$3.15M +47,829 +151%
PFGIA
89
Patriot Financial Group Insurance Agency
Massachusetts
$5.01M +$2.46M +37,423 +109%
CAN
90
Cetera Advisor Networks
California
$4.85M +$2.44M +37,080 +115%
TF
91
Trek Financial
Arizona
$4.57M +$1.41M +21,436 +49%
BHWM
92
Bay Harbor Wealth Management
Maryland
$4.33M +$2.02M +30,643 +98%
WI
93
Wintrust Investments
Illinois
$4.32M +$1.18M +17,995 +41%
VWM
94
Venturi Wealth Management
Texas
$4.28M +$2.1M +31,973 +110%
CAS
95
Cascadia Advisory Services
Oregon
$4.12M +$3.88M +58,882 New
CWM
96
Cornerstone Wealth Management
Missouri
$3.92M +$1.77M +26,920 +92%
PO
97
Private Ocean
California
$3.79M +$25.3K +384 +0.7%
BEC
98
Blue Edge Capital
Virginia
$3.78M +$197K +2,999 +6%
RIA
99
Regal Investment Advisors
Michigan
$3.65M +$3.43M +52,138 New
NL
100
NWAM LLC
Washington
$3.63M +$3.41M +51,829 New
2 3
4
5 6

ESGU Hedge Fund Activity: Q2 2020 in Review

301 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA ETF (ESGU) for Q2 2020, worth a combined $6.34B — up 113% from $2.97B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new ESGU positions and 14 closed out — a net gain of 66 holders — while 181 added to existing stakes and 29 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $748M. The largest seller was Mountain Capital Investment Advisors, cutting an estimated $6.71M.

  • 301 institutional investors held iShares ESG Aware MSCI USA ETF (ESGU) as of Q2 2020, up from 237 in Q1 2020.
  • Funds reported $6.34B of iShares ESG Aware MSCI USA ETF stock for Q2 2020, up 113% quarter-over-quarter.
  • 80 funds opened new iShares ESG Aware MSCI USA ETF positions in Q2 2020 and 14 closed out, a net change of +66 holders.
  • The largest iShares ESG Aware MSCI USA ETF buyer in Q2 2020 was Envestnet Asset Management, an estimated $748M added.
  • The largest iShares ESG Aware MSCI USA ETF seller in Q2 2020 was Mountain Capital Investment Advisors, an estimated $6.71M sold.

Based on aggregated 13F filings for Q2 2020.