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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.

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

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$4.64M
2
SS
2
Simplicity Solutions
Minnesota
$4.38M
3
TA
3
Tiedemann Advisors
New York
$4.28M
4
BCM
4
Brookstone Capital Management
Illinois
$11.2M
5
VFM
5
Vivid Financial Management
California
$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HF
151
HRT Financial
New York
$1.65M +$1.65M +21,710 New
Cetera Investment Advisers
152
Cetera Investment Advisers
Illinois
$1.61M +$999K +13,102 +164%
IFWM
153
Institute for Wealth Management
Colorado
$1.57M +$744K +9,758 +90%
TRCT
154
Tower Research Capital (TRC)
New York
$1.54M -$732K -9,601 -32%
NAM
155
North American Management
Massachusetts
$1.52M +$453K +5,950 +43%
PWM
156
Perigon Wealth Management
California
$1.46M +$835K +10,955 +135%
EWA
157
EP Wealth Advisors
California
$1.41M -$1.01M -13,189 -42%
OFG
158
OmniStar Financial Group
North Carolina
$1.39M +$69.1K +906 +5%
AA
159
Alesco Advisors
New York
$1.38M +$514K +6,750 +59%
Renaissance Technologies
160
Renaissance Technologies
New York
$1.35M +$747K +9,800 +124%
SP
161
Successful Portfolios
Florida
$1.32M -$138K -1,810 -9%
FAIM
162
Financial Advocates Investment Management
Washington
$1.3M -$457K -5,997 -26%
Susquehanna International Group
163
Susquehanna International Group
Pennsylvania
$1.3M +$215K +2,816 +20%
VCM
164
Vision Capital Management
Oregon
$1.28M +$838 +11 +0.1%
RJT
165
Raymond James Trust
Florida
$1.26M +$297K +3,903 +31%
ACS
166
Archford Capital Strategies
Illinois
$1.25M -$75K -984 -6%
CIAS
167
Capital Investment Advisory Services
North Carolina
$1.25M -$957K -12,562 -43%
MWM
168
Merriman Wealth Management
Washington
$1.22M +$1.22M +16,000 New
RSWM
169
Robertson Stephens Wealth Management
California
$1.21M +$382K +5,021 +46%
MMA
170
Miracle Mile Advisors
California
$1.2M +$397K +5,210 +49%
DAS
171
Dynamic Advisor Solutions
Arizona
$1.15M +$606K +7,957 +112%
HIM
172
Hanlon Investment Management
New Jersey
$1.14M -$2M -26,225 -64%
LA
173
LexAurum Advisors
Kansas
$1.11M +$723K +9,493 +188%
CFD
174
Creative Financial Designs
Indiana
$1.1M +$1.07M +14,035 +4,116%
RW
175
REDW Wealth
New Mexico
$1.08M +$24.3K +319 +2%
5 6
7
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