ESGU icon

iShares ESG Aware MSCI USA ETF
ESGU

Overview Fund Activity

334 hedge funds and large institutions have $7.74B invested in iShares ESG Aware MSCI USA ETF in 2020 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 184 increasing their positions, 66 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
+34
Holders Change %
+11.33%
% of All Funds
6.76%
Holding in Top 10
43
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.88%
% of All Funds
0.87%
New
61
Increased
184
Reduced
66
Closed
24
Calls
–
Puts
$16.1M
Net Calls
-$16.1M
Net Calls Change
-$16.1M

Top Buyers

1
BlackRock
BlackRock
New York
$851M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.09B
3
DLIC
Daido Life Insurance Company
Japan
$48.7M
4
5L
55I LLC
Massachusetts
$72.3M
5
LPL Financial
LPL Financial
California
$334M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$4.64M
2
SS
Simplicity Solutions
Minnesota
$4.38M
3
TA
Tiedemann Advisors
New York
$4.28M
4
BCM
Brookstone Capital Management
Illinois
$11.2M
5
VFM
Vivid Financial Management
California
$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HHGA
126
Halbert Hargrove Global Advisors
California
$2.6M +$1.27M +16,693 +96%
RJA
127
Raymond James & Associates
Florida
$2.46M +$577K +7,578 +31%
SWA
128
Stratos Wealth Advisors
Ohio
$2.41M +$828K +10,868 +52%
PIA
129
Perennial Investment Advisors
California
$2.21M +$258K +3,386 +13%
RFN
130
RDA Financial Network
Iowa
$2.2M -$610 -8 -0%
Mercer Global Advisors
131
Mercer Global Advisors
Colorado
$2.19M +$2.19M +28,777 New
PPP
132
Private Portfolio Partners
New Jersey
$2.15M +$208K +2,733 +11%
JIC
133
Joel Isaacson & Co
New York
$2.14M +$198K +2,603 +10%
William Blair & Company
134
William Blair & Company
Illinois
$2.11M +$2.11M +27,722 +277,220%
IA
135
IFP Advisors
Florida
$2.09M +$546K +7,154 +35%
PPW
136
Parcion Private Wealth
Washington
$2.08M -$13.5K -178 -0.6%
SHGA
137
Sand Hill Global Advisors
California
$2.07M +$2.07M +27,095 New
PAG
138
Private Advisor Group
New Jersey
$2.04M +$482K +6,700 +31%
VC
139
Veracity Capital
Georgia
$1.98M +$662K +8,684 +50%
PCG
140
Private Capital Group
Connecticut
$1.98M +$36.5K +479 +2%
AWM
141
Alterna Wealth Management
Texas
$1.94M -$578K -7,580 -23%
PFM
142
Parsec Financial Management
North Carolina
$1.91M +$24.2K +317 +1%
PA
143
Parkside Advisors
California
$1.86M +$1.21M +15,891 +187%
NA
144
Nottingham Advisors
New York
$1.8M +$29K +381 +2%
AWE
145
Avidian Wealth Enterprises
Texas
$1.78M +$410K +5,386 +30%
MIAN
146
Mariner Independent Advisor Network
Kansas
$1.76M -$336K -4,403 -16%
A
147
AdvicePeriod
California
$1.73M +$1.73M +22,717 New
SWM
148
SigFig Wealth Management
California
$1.7M +$654K +8,640 +63%
WP
149
WealthPLAN Partners
Nebraska
$1.68M +$133K +1,655 +9%
FWCM
150
Ferguson Wellman Capital Management
Oregon
$1.67M +$189K +2,476 +13%
4 5
6
7 8