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iShares ESG Aware MSCI USA ETF
ESGU

489 hedge funds and large institutions have $13.3B invested in iShares ESG Aware MSCI USA ETF in 2021 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 227 increasing their positions, 128 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 28

77% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 128

19% more funds holding in top 10

Funds holding in top 10: 62 → 74 (+12)

15% more funds holding

Funds holding: 427 → 489 (+62)

11% more capital invested

Capital invested by funds: $12B → $13.3B (+$1.34B)

2.46% less ownership

Funds ownership: 88.83% → 86.37% (-2.5%)

Holders
489
Holders Change
+62
Holders Change %
+14.52%
% of All Funds
8.59%
Holding in Top 10
74
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+19.35%
% of All Funds
1.3%
New
94
Increased
227
Reduced
128
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$135M
2
MB
Mizuho Bank
Japan
+$107M
3
Bank of America
Bank of America
North Carolina
+$85.5M
4
Morgan Stanley
Morgan Stanley
New York
+$68.7M
5
JP Morgan Chase
JP Morgan Chase
New York
+$68.4M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$106M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$52.1M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$25.4M
4
FI
FormulaFolio Investments
Michigan
-$19.5M
5
SS
Simplicity Solutions
Minnesota
-$18.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
176
Arete Wealth Advisors
Illinois
$3.11M +$2.36M +26,564 +346%
AWE
177
Avidian Wealth Enterprises
Texas
$3.03M +$442K +4,973 +18%
FAIM
178
Financial Advocates Investment Management
Washington
$2.99M +$2.57M +28,898 +723%
HB
179
Homrich & Berg
Georgia
$2.95M +$1.62M +18,237 +128%
CW
180
CreativeOne Wealth
Kansas
$2.94M +$2.25M +25,271 +355%
William Blair & Company
181
William Blair & Company
Illinois
$2.91M +$138K +1,552 +5%
APA
182
American Portfolios Advisors
New York
$2.87M +$2.35M +26,437 +516%
VC
183
Veracity Capital
Georgia
$2.84M -$154K -1,738 -5%
IFWM
184
Institute for Wealth Management
Colorado
$2.8M +$283K +3,186 +12%
MIAN
185
Mariner Independent Advisor Network
Kansas
$2.79M -$538K -6,048 -16%
PA
186
PFG Advisors
Arizona
$2.73M +$741K +8,335 +38%
TC
187
Trilogy Capital
California
$2.73M +$732K +8,236 +38%
CAPTRUST Financial Advisors
188
CAPTRUST Financial Advisors
North Carolina
$2.65M +$998K +11,230 +63%
MMA
189
Miracle Mile Advisors
California
$2.64M +$665K +7,480 +35%
CT
190
Cambridge Trust
Massachusetts
$2.63M +$2.57M +28,965 New
BTWM
191
Baker Tilly Wealth Management
Wisconsin
$2.63M -$34.8K -392 -1%
PFM
192
Parsec Financial Management
North Carolina
$2.62M +$251K +2,822 +11%
IF
193
Intrua Financial
Texas
$2.57M +$2.38M +26,795 New
Deutsche Bank
194
Deutsche Bank
Germany
$2.49M +$2.43M +27,369 New
PPW
195
Parcion Private Wealth
Washington
$2.48M – – –
FWCM
196
Ferguson Wellman Capital Management
Oregon
$2.35M +$41.8K +470 +2%
IA
197
IFP Advisors
Florida
$2.32M -$1.57M -17,707 -41%
BOH
198
Bank of Hawaii
Hawaii
$2.27M +$955K +10,740 +75%
PTC
199
Private Trust Company
Ohio
$2.21M +$157K +1,763 +8%
IA
200
IFG Advisory
Georgia
$2.17M +$557K +6,263 +35%
6 7
8
9 10

ESGU Hedge Fund Activity: Q1 2021 in Review

489 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA ETF (ESGU) for Q1 2021, worth a combined $13.3B — up 11% from $12B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new ESGU positions and 28 closed out — a net gain of 66 holders — while 227 added to existing stakes and 128 trimmed.

The largest buyer was BlackRock, adding an estimated $135M. The largest seller was Envestnet Asset Management, cutting an estimated $106M.

  • 489 institutional investors held iShares ESG Aware MSCI USA ETF (ESGU) as of Q1 2021, up from 427 in Q4 2020.
  • Funds reported $13.3B of iShares ESG Aware MSCI USA ETF stock for Q1 2021, up 11% quarter-over-quarter.
  • 94 funds opened new iShares ESG Aware MSCI USA ETF positions in Q1 2021 and 28 closed out, a net change of +66 holders.
  • The largest iShares ESG Aware MSCI USA ETF buyer in Q1 2021 was BlackRock, an estimated $135M added.
  • The largest iShares ESG Aware MSCI USA ETF seller in Q1 2021 was Envestnet Asset Management, an estimated $106M sold.

Based on aggregated 13F filings for Q1 2021.