iShares ESG Aware MSCI USA ETF
ESGU
553 hedge funds and large institutions have $18.1B invested in iShares ESG Aware MSCI USA ETF in 2021 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 320 increasing their positions, 91 reducing their positions, and 22 closing their positions.
252% more repeat investments, than reductions
Existing positions increased: 320 | Existing positions reduced: 91
218% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 22
15% more capital invested
Capital invested by funds: $15.7B → $18.1B (+$2.42B)
13% more funds holding in top 10
Funds holding in top 10: 77 → 87 (+10)
8% more funds holding
Funds holding: 513 → 553 (+40)
2.24% less ownership
Funds ownership: 85.83% → 83.59% (-2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.02B |
| 2 |
LPL Financial
San Diego,
California
|
+$272M |
| 3 |
MB
Mizuho Bank
Tokyo,
Japan
|
+$203M |
| 4 |
Morgan Stanley
New York
|
+$135M |
| 5 |
BlackRock
New York
|
+$131M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KFS
Kelly Financial Services
Braintree,
Massachusetts
|
-$133M |
| 2 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$11.8M |
| 3 |
T
TRUADVICE
Sarasota,
Florida
|
-$8.89M |
| 4 |
WP
WealthShield Partners
Cary,
North Carolina
|
-$7.3M |
| 5 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$7.12M |
ESGU Hedge Fund Activity: Q3 2021 in Review
553 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA ETF (ESGU) for Q3 2021, worth a combined $18.1B — up 15% from $15.7B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new ESGU positions and 22 closed out — a net gain of 48 holders — while 320 added to existing stakes and 91 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $1.02B. The largest seller was Kelly Financial Services, cutting an estimated $133M.
- 553 institutional investors held iShares ESG Aware MSCI USA ETF (ESGU) as of Q3 2021, up from 513 in Q2 2021.
- Funds reported $18.1B of iShares ESG Aware MSCI USA ETF stock for Q3 2021, up 15% quarter-over-quarter.
- 70 funds opened new iShares ESG Aware MSCI USA ETF positions in Q3 2021 and 22 closed out, a net change of +48 holders.
- The largest iShares ESG Aware MSCI USA ETF buyer in Q3 2021 was Envestnet Asset Management, an estimated $1.02B added.
- The largest iShares ESG Aware MSCI USA ETF seller in Q3 2021 was Kelly Financial Services, an estimated $133M sold.
Based on aggregated 13F filings for Q3 2021.