ESGU icon

iShares ESG Aware MSCI USA ETF
ESGU

Overview Fund Activity

425 hedge funds and large institutions have $12B invested in iShares ESG Aware MSCI USA ETF in 2020 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 246 increasing their positions, 45 reducing their positions, and 16 closing their positions.

Holders
425
Holders Change
+91
Holders Change %
+27.25%
% of All Funds
7.54%
Holding in Top 10
62
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+44.19%
% of All Funds
1.1%
New
115
Increased
246
Reduced
45
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.49B
2
Morgan Stanley
2
Morgan Stanley
New York
$467M
3
LPL Financial
3
LPL Financial
California
$578M
4
Bank of America
4
Bank of America
North Carolina
$940M
5
BlackRock
5
BlackRock
New York
$1.09B

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$62.5M
3
SMG
3
Smart Money Group
Texas
$0
4
WI
4
Wintrust Investments
Illinois
$0
5
RCS
5
Retirement Capital Strategies
California
$975K
Name Market Value Shares Shares
Change 		Shares
Change %
ASN
126
Advisory Services Network
Georgia
$5.2M 60,453 +16,749 +38%
PWM
127
Perigon Wealth Management
California
$5.19M 60,336 +41,241 +216%
PO
128
Private Ocean
California
$5.04M 58,529 +7,120 +14%
MAFM
129
Mid Atlantic Financial Management
Pennsylvania
$5.03M 58,496 +2,320 +4%
BEC
130
Blue Edge Capital
Virginia
$4.82M 56,011 +1,866 +3%
OWA
131
One Wealth Advisors
California
$4.66M 54,132 +46,082 +572%
TA
132
Tiedemann Advisors
New York
$4.64M 53,891 -2,324 -4%
SPC
133
Sigma Planning Corp
Michigan
$4.5M 52,282 +10,003 +24%
BWP
134
Bernardo Wealth Planning
Pennsylvania
$4.48M 52,124 +3,062 +6%
BAM
135
Belpointe Asset Management
Nevada
$4.28M 49,713 +6,428 +15%
CWM
136
Cornerstone Wealth Management
Missouri
$4.23M 49,160 +8,126 +20%
GCA
137
Greenwood Capital Associates
South Carolina
$4.21M 48,883 +3,852 +9%
SAMC
138
Spectrum Asset Management (California)
California
$4.17M 48,458 +48,458 New
PAG
139
Private Advisor Group
New Jersey
$4.11M 47,777 +19,490 +69%
EL
140
EQ LLC
Washington
$3.94M 45,747 +45,747 New
FA
141
FDx Advisors
Illinois
$3.78M 43,961 +43,961 New
LNWWM
142
Laird Norton Wetherby Wealth Management
California
$3.74M 43,489 +43,489 New
IA
143
IFP Advisors
Florida
$3.72M 43,156 +15,749 +57%
KWM
144
Keebeck Wealth Management
Illinois
$3.66M 42,513 +42,513 New
MIM
145
Macroview Investment Management
Maryland
$3.64M 42,298 +451 +1%
SWM
146
SigFig Wealth Management
California
$3.6M 41,841 +19,430 +87%
PCG
147
Private Capital Group
Connecticut
$3.59M 41,675 +15,764 +61%
JIC
148
Joel Isaacson & Co
New York
$3.56M 41,368 +13,279 +47%
LNC
149
Lincoln National Corp
Pennsylvania
$3.53M 41,041 -1,215 -3%
CIAS
150
Capital Investment Advisory Services
North Carolina
$3.5M 40,633 +24,297 +149%
4 5
6
7 8