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iShares ESG Aware MSCI USA ETF
ESGU

49 hedge funds and large institutions have $87M invested in iShares ESG Aware MSCI USA ETF in 2018 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 19 increasing their positions, 5 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 5

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

45% more capital invested

Capital invested by funds: $59.8M → $87M (+$27.2M)

40% more funds holding

Funds holding: 35 → 49 (+14)

13.74% more ownership

Funds ownership: 56.69% → 70.43% (+14%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
49
Holders Change
+14
Holders Change %
+40%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
23
Increased
19
Reduced
5
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$12.9M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.63M
3
UBS Group
UBS Group
Switzerland
+$3.46M
4
PO
Private Ocean
California
+$3.33M
5
Ameriprise
Ameriprise
Minnesota
+$2.77M

Top Sellers

1
Jane Street
Jane Street
New York
-$2.92M
2
CG
Colony Group
Massachusetts
-$497K
3
WIP
Wellesley Investment Partners
Massachusetts
-$346K
4
SAS
Sage Advisory Services
Texas
-$260K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$87.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
SAS
51
Sage Advisory Services
Texas
– -$260K -4,068 Closed
SWP
52
Stratos Wealth Partners
Ohio
– -$65K -1,019 Closed
OIA
53
OneDigital Investment Advisors
Kansas
– -$26K -410 Closed
IA
54
IFP Advisors
Florida
– -$13.8K -233 Closed
SPIA
55
Steward Partners Investment Advisory
New York
– -$15K -229 Closed
ADL
56
Asset Dedication LLC
California
– -$10K -160 Closed
APA
57
American Portfolios Advisors
New York
– -$4.41K -69 Closed
ASN
58
Advisory Services Network
Georgia
– -$3K -50 Closed
1 2
3

ESGU Hedge Fund Activity: Q4 2018 in Review

49 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA ETF (ESGU) for Q4 2018, worth a combined $87M — up 45% from $59.8M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new ESGU positions and 9 closed out — a net gain of 14 holders — while 19 added to existing stakes and 5 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $12.9M. The largest seller was Jane Street, cutting an estimated $2.92M.

  • 49 institutional investors held iShares ESG Aware MSCI USA ETF (ESGU) as of Q4 2018, up from 35 in Q3 2018.
  • Funds reported $87M of iShares ESG Aware MSCI USA ETF stock for Q4 2018, up 45% quarter-over-quarter.
  • 23 funds opened new iShares ESG Aware MSCI USA ETF positions in Q4 2018 and 9 closed out, a net change of +14 holders.
  • The largest iShares ESG Aware MSCI USA ETF buyer in Q4 2018 was JP Morgan Chase, an estimated $12.9M added.
  • The largest iShares ESG Aware MSCI USA ETF seller in Q4 2018 was Jane Street, an estimated $2.92M sold.

Based on aggregated 13F filings for Q4 2018.