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 %
PPW
176
Parcion Private Wealth
Washington
$2.35M 27,317 – –
OFG
177
OmniStar Financial Group
North Carolina
$2.27M 26,430 +8,198 +45%
BFEC
178
Benjamin F. Edwards & Company
Missouri
$2.25M 26,204 +25,716 +5,270%
PFM
179
Parsec Financial Management
North Carolina
$2.24M 26,003 +950 +4%
WA
180
Wealth Alliance
New York
$2.19M 25,500 +18,075 +243%
FWCM
181
Ferguson Wellman Capital Management
Oregon
$2.19M 25,412 +3,440 +16%
SP
182
Successful Portfolios
Florida
$2.06M 23,900 +6,546 +38%
NA
183
Nottingham Advisors
New York
$2.02M 23,519 -134 -0.6%
LA
184
LexAurum Advisors
Kansas
$1.95M 22,611 +8,068 +55%
PTC
185
Private Trust Company
Ohio
$1.94M 22,576 +10,337 +84%
FCA
186
FinTrust Capital Advisors
South Carolina
$1.94M 22,530 +5,103 +29%
Citadel Advisors
187
Citadel Advisors
Florida
$1.92M 22,349 +22,349 New
TC
188
Trilogy Capital
California
$1.87M 21,760 +7,712 +55%
PA
189
PFG Advisors
Arizona
$1.87M 21,761 +13,484 +163%
OPWM
190
Oxinas Partners Wealth Management
Indiana
$1.86M 21,665 +21,665 New
HIM
191
Hanlon Investment Management
New Jersey
$1.86M 21,588 +6,650 +45%
MMA
192
Miracle Mile Advisors
California
$1.85M 21,539 +5,796 +37%
UCFA
193
United Capital Financial Advisors
Texas
$1.82M 21,187 +13,399 +172%
KCA
194
Karn Couzens & Associates
Connecticut
$1.82M 21,103 +21,103 New
RW
195
Rede Wealth
Virginia
$1.73M 20,102 +20,102 New
WP
196
WealthPLAN Partners
Nebraska
$1.73M 19,334 -1,534 -7%
NAM
197
North American Management
Massachusetts
$1.72M 19,953 +3 +0%
MCWS
198
McKinley Carter Wealth Services
West Virginia
$1.7M 19,771 +19,771 New
AA
199
Alesco Advisors
New York
$1.66M 19,323 +1,189 +7%
Principal Financial Group
200
Principal Financial Group
Iowa
$1.66M 19,318 +9,200 +91%
6 7
8
9 10