iShares ESG Aware MSCI USA ETF
ESGU
660 hedge funds and large institutions have $19.3B invested in iShares ESG Aware MSCI USA ETF in 2022 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 282 increasing their positions, 238 reducing their positions, and 58 closing their positions.
31% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 58
18% more repeat investments, than reductions
Existing positions increased: 282 | Existing positions reduced: 238
1% more funds holding
Funds holding: 651 → 660 (+9)
6% less funds holding in top 10
Funds holding in top 10: 111 → 104 (-7)
15% less capital invested
Capital invested by funds: $22.8B → $19.3B (-$3.48B)
25.92% less ownership
Funds ownership: 117.16% → 91.24% (-26%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$358M |
| 2 |
SMFG
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
+$80.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$74M |
| 4 |
TLIC
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
|
+$71.7M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$37.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$5.82B |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$231M |
| 3 |
BlackRock
New York
|
-$107M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$69.7M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$28.6M |
ESGU Hedge Fund Activity: Q2 2022 in Review
660 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA ETF (ESGU) for Q2 2022, worth a combined $19.3B — down 15% from $22.8B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new ESGU positions and 58 closed out — a net gain of 18 holders — while 282 added to existing stakes and 238 trimmed.
The largest buyer was TIAA FSB, adding an estimated $358M. The largest seller was CFS Investment Advisory Services, cutting an estimated $5.82B.
- 660 institutional investors held iShares ESG Aware MSCI USA ETF (ESGU) as of Q2 2022, up from 651 in Q1 2022.
- Funds reported $19.3B of iShares ESG Aware MSCI USA ETF stock for Q2 2022, down 15% quarter-over-quarter.
- 76 funds opened new iShares ESG Aware MSCI USA ETF positions in Q2 2022 and 58 closed out, a net change of +18 holders.
- The largest iShares ESG Aware MSCI USA ETF buyer in Q2 2022 was TIAA FSB, an estimated $358M added.
- The largest iShares ESG Aware MSCI USA ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $5.82B sold.
Based on aggregated 13F filings for Q2 2022.