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iShares ESG Aware MSCI USA ETF
ESGU

513 hedge funds and large institutions have $15.7B invested in iShares ESG Aware MSCI USA ETF in 2021 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 296 increasing their positions, 102 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 102

103% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 30

18% more capital invested

Capital invested by funds: $13.3B → $15.7B (+$2.34B)

5% more funds holding

Funds holding: 489 → 513 (+24)

4% more funds holding in top 10

Funds holding in top 10: 74 → 77 (+3)

0.54% less ownership

Funds ownership: 86.37% → 85.83% (-0.54%)

Holders
513
Holders Change
+24
Holders Change %
+4.91%
% of All Funds
8.93%
Holding in Top 10
77
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.05%
% of All Funds
1.34%
New
61
Increased
296
Reduced
102
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$295M
2
KFS
Kelly Financial Services
Massachusetts
+$126M
3
BOI
Bank of Italy
Italy
+$120M
4
Bank of America
Bank of America
North Carolina
+$115M
5
Morgan Stanley
Morgan Stanley
New York
+$71.7M

Top Sellers

1
MB
Mizuho Bank
Japan
-$109M
2
FTUS
Flow Traders U.S.
New York
-$13.8M
3
BRC
BHF RG Capital
Arizona
-$13.7M
4
CWS
Cypress Wealth Services
California
-$8.38M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.18B +$295M +3,083,482 +8%
BlackRock
2
BlackRock
New York
$1.44B +$41.6M +434,490 +3%
Bank of America
3
Bank of America
North Carolina
$1.29B +$115M +1,204,967 +10%
LPL Financial
4
LPL Financial
California
$751M +$28.9M +302,031 +4%
Morgan Stanley
5
Morgan Stanley
New York
$685M +$71.7M +749,776 +12%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$640M – – –
Osaic Holdings
7
Osaic Holdings
Arizona
$433M +$21.9M +229,121 +5%
PAS
8
Park Avenue Securities
New York
$427M +$22.1M +231,549 +6%
JP Morgan Chase
9
JP Morgan Chase
New York
$367M +$37.9M +395,752 +12%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$259M +$4.28M +44,749 +2%
5L
11
55I LLC
Massachusetts
$250M +$51.1M +533,911 +27%
Wells Fargo
12
Wells Fargo
California
$241M +$15.4M +161,128 +7%
MML Investors Services
13
MML Investors Services
Massachusetts
$235M +$16.3M +170,469 +8%
BOI
14
Bank of Italy
Italy
$204M +$120M +1,259,330 +156%
Betterment LLC
15
Betterment LLC
New York
$180M +$40.7M +425,440 +30%
Ameriprise
16
Ameriprise
Minnesota
$144M +$7.51M +78,503 +6%
Goldman Sachs
17
Goldman Sachs
New York
$138M +$44.8M +468,074 +50%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$135M +$9.55M +99,792 +8%
DLIC
19
Daido Life Insurance Company
Japan
$124M – – –
Northern Trust
20
Northern Trust
Illinois
$115M +$23.9M +249,950 +27%
UBS Group
21
UBS Group
Switzerland
$104M +$1.93M +20,206 +2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$91.5M +$9.19M +96,040 +12%
WP
23
WealthSource Partners
California
$82.2M +$1.99M +20,807 +3%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$77.3M -$8M -83,604 -10%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$74.7M +$28.7M +299,574 +65%
1
2 3 4 5

ESGU Hedge Fund Activity: Q2 2021 in Review

513 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA ETF (ESGU) for Q2 2021, worth a combined $15.7B — up 18% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new ESGU positions and 30 closed out — a net gain of 31 holders — while 296 added to existing stakes and 102 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $295M. The largest seller was Mizuho Bank, exiting entirely with an estimated $109M sold.

  • 513 institutional investors held iShares ESG Aware MSCI USA ETF (ESGU) as of Q2 2021, up from 489 in Q1 2021.
  • Funds reported $15.7B of iShares ESG Aware MSCI USA ETF stock for Q2 2021, up 18% quarter-over-quarter.
  • 61 funds opened new iShares ESG Aware MSCI USA ETF positions in Q2 2021 and 30 closed out, a net change of +31 holders.
  • The largest iShares ESG Aware MSCI USA ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $295M added.
  • The largest iShares ESG Aware MSCI USA ETF seller in Q2 2021 was Mizuho Bank, an estimated $109M sold.

Based on aggregated 13F filings for Q2 2021.