iShares ESG Aware MSCI USA ETF
ESGU
665 hedge funds and large institutions have $18.3B invested in iShares ESG Aware MSCI USA ETF in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 285 increasing their positions, 235 reducing their positions, and 46 closing their positions.
28% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 46
21% more repeat investments, than reductions
Existing positions increased: 285 | Existing positions reduced: 235
18.89% more ownership
Funds ownership: 91.24% → 110.13% (+19%)
9% more funds holding in top 10
Funds holding in top 10: 104 → 113 (+9)
1% more funds holding
Funds holding: 660 → 665 (+5)
5% less capital invested
Capital invested by funds: $19.3B → $18.3B (-$1B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$4.23B |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$119M |
| 3 |
LPL Financial
San Diego,
California
|
+$50.5M |
| 4 |
JP Morgan Chase
New York
|
+$32.8M |
| 5 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$23.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$124M |
| 2 |
SMFG
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
-$74.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$52.4M |
| 4 |
DLIC
Daido Life Insurance Company
Osaka,
Japan
|
-$51.4M |
| 5 |
SFS
Security Financial Services
Fort Wayne,
Indiana
|
-$34.6M |
ESGU Hedge Fund Activity: Q3 2022 in Review
665 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA ETF (ESGU) for Q3 2022, worth a combined $18.3B — down 5.2% from $19.3B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new ESGU positions and 46 closed out — a net gain of 13 holders — while 285 added to existing stakes and 235 trimmed.
The largest buyer was CFS Investment Advisory Services, adding an estimated $4.23B. The largest seller was BlackRock, cutting an estimated $124M.
- 665 institutional investors held iShares ESG Aware MSCI USA ETF (ESGU) as of Q3 2022, up from 660 in Q2 2022.
- Funds reported $18.3B of iShares ESG Aware MSCI USA ETF stock for Q3 2022, down 5.2% quarter-over-quarter.
- 59 funds opened new iShares ESG Aware MSCI USA ETF positions in Q3 2022 and 46 closed out, a net change of +13 holders.
- The largest iShares ESG Aware MSCI USA ETF buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $4.23B added.
- The largest iShares ESG Aware MSCI USA ETF seller in Q3 2022 was BlackRock, an estimated $124M sold.
Based on aggregated 13F filings for Q3 2022.