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iShares ESG Aware MSCI USA Growth ETF
EGUS

7 hedge funds and large institutions have $5.76M invested in iShares ESG Aware MSCI USA Growth ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding

Funds holding: 3 → 7 (+4)

12% more capital invested

Capital invested by funds: $5.14M → $5.76M (+$616K)

1.1% less ownership

Funds ownership: 95.48% → 94.39% (-1.1%)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
7
Holders Change
+4
Holders Change %
+133.33%
% of All Funds
0.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
–
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MFG
Monumental Financial Group
Maryland
+$550K
2
Corient Private Wealth
Corient Private Wealth
Florida
+$101K
3
AssetMark Inc
AssetMark Inc
California
+$178
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$36

Top Sellers

Rank Fund Capital Flow
1
TRCT
Tower Research Capital (TRC)
New York
-$713K

EGUS Hedge Fund Activity: Q1 2024 in Review

7 of the 6,956 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Growth ETF (EGUS) for Q1 2024, worth a combined $5.76M — up 12% from $5.14M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new EGUS positions and 0 closed out — a net gain of 4 holders — while 0 added to existing stakes and 1 trimmed.

The largest buyer was Monumental Financial Group, opening a new position worth an estimated $550K. The largest seller was Tower Research Capital (TRC), cutting an estimated $713K.

  • 7 institutional investors held iShares ESG Aware MSCI USA Growth ETF (EGUS) as of Q1 2024, up from 3 in Q4 2023.
  • Funds reported $5.76M of iShares ESG Aware MSCI USA Growth ETF stock for Q1 2024, up 12% quarter-over-quarter.
  • 4 funds opened new iShares ESG Aware MSCI USA Growth ETF positions in Q1 2024 and 0 closed out, a net change of +4 holders.
  • The largest iShares ESG Aware MSCI USA Growth ETF buyer in Q1 2024 was Monumental Financial Group, an estimated $550K added.
  • The largest iShares ESG Aware MSCI USA Growth ETF seller in Q1 2024 was Tower Research Capital (TRC), an estimated $713K sold.

Based on aggregated 13F filings for Q1 2024.