iShares ESG Aware MSCI USA ETF
ESGU
335 hedge funds and large institutions have $7.74B invested in iShares ESG Aware MSCI USA ETF in 2020 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 184 increasing their positions, 67 reducing their positions, and 24 closing their positions.
175% more repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 67
154% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 24
22% more capital invested
Capital invested by funds: $6.34B → $7.74B (+$1.4B)
11% more funds holding
Funds holding: 301 → 335 (+34)
5% more funds holding in top 10
Funds holding in top 10: 41 → 43 (+2)
1.08% less ownership
Funds ownership: 87.83% → 86.75% (-1.1%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $16.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$253M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$209M |
| 3 |
DLIC
Daido Life Insurance Company
Osaka,
Japan
|
+$48.1M |
| 4 |
5L
55I LLC
Boston,
Massachusetts
|
+$36.9M |
| 5 |
LPL Financial
San Diego,
California
|
+$34.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWS
Cypress Wealth Services
Palm Desert,
California
|
-$15.6M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$14.3M |
| 3 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$13.4M |
| 4 |
TA
Tiedemann Advisors
New York
|
-$10M |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$8.2M |
ESGU Hedge Fund Activity: Q3 2020 in Review
335 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA ETF (ESGU) for Q3 2020, worth a combined $7.74B — up 22% from $6.34B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new ESGU positions and 24 closed out — a net gain of 37 holders — while 184 added to existing stakes and 67 trimmed.
The largest buyer was BlackRock, adding an estimated $253M. The largest seller was Cypress Wealth Services, exiting entirely with an estimated $15.6M sold.
- 335 institutional investors held iShares ESG Aware MSCI USA ETF (ESGU) as of Q3 2020, up from 301 in Q2 2020.
- Funds reported $7.74B of iShares ESG Aware MSCI USA ETF stock for Q3 2020, up 22% quarter-over-quarter.
- 61 funds opened new iShares ESG Aware MSCI USA ETF positions in Q3 2020 and 24 closed out, a net change of +37 holders.
- The largest iShares ESG Aware MSCI USA ETF buyer in Q3 2020 was BlackRock, an estimated $253M added.
- The largest iShares ESG Aware MSCI USA ETF seller in Q3 2020 was Cypress Wealth Services, an estimated $15.6M sold.
Based on aggregated 13F filings for Q3 2020.