iShares ESG Aware MSCI USA ETF
ESGU
301 hedge funds and large institutions have $6.34B invested in iShares ESG Aware MSCI USA ETF in 2020 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 181 increasing their positions, 29 reducing their positions, and 14 closing their positions.
524% more repeat investments, than reductions
Existing positions increased: 181 | Existing positions reduced: 29
471% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 14
113% more capital invested
Capital invested by funds: $2.97B → $6.34B (+$3.36B)
78% more funds holding in top 10
Funds holding in top 10: 23 → 41 (+18)
27% more funds holding
Funds holding: 237 → 301 (+64)
9.12% more ownership
Funds ownership: 78.71% → 87.83% (+9.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$748M |
| 2 |
BlackRock
New York
|
+$405M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$270M |
| 4 |
LPL Financial
San Diego,
California
|
+$128M |
| 5 |
PAS
Park Avenue Securities
New York
|
+$83.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCIA
Mountain Capital Investment Advisors
Westminster,
Colorado
|
-$6.71M |
| 2 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$5.26M |
| 3 |
LFPWM
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
-$4.33M |
| 4 |
FLPIM
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
-$3.87M |
| 5 |
PFG
PAX Financial Group
San Antonio,
Texas
|
-$2.59M |
ESGU Hedge Fund Activity: Q2 2020 in Review
301 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA ETF (ESGU) for Q2 2020, worth a combined $6.34B — up 113% from $2.97B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new ESGU positions and 14 closed out — a net gain of 66 holders — while 181 added to existing stakes and 29 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $748M. The largest seller was Mountain Capital Investment Advisors, cutting an estimated $6.71M.
- 301 institutional investors held iShares ESG Aware MSCI USA ETF (ESGU) as of Q2 2020, up from 237 in Q1 2020.
- Funds reported $6.34B of iShares ESG Aware MSCI USA ETF stock for Q2 2020, up 113% quarter-over-quarter.
- 80 funds opened new iShares ESG Aware MSCI USA ETF positions in Q2 2020 and 14 closed out, a net change of +66 holders.
- The largest iShares ESG Aware MSCI USA ETF buyer in Q2 2020 was Envestnet Asset Management, an estimated $748M added.
- The largest iShares ESG Aware MSCI USA ETF seller in Q2 2020 was Mountain Capital Investment Advisors, an estimated $6.71M sold.
Based on aggregated 13F filings for Q2 2020.