iShares ESG Aware MSCI USA ETF
ESGU
699 hedge funds and large institutions have $12B invested in iShares ESG Aware MSCI USA ETF in 2023 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 180 increasing their positions, 364 reducing their positions, and 54 closing their positions.
30% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 54
1% less funds holding
Funds holding: 703 → 699 (-4)
5.46% less ownership
Funds ownership: 91.06% → 85.59% (-5.5%)
40% less funds holding in top 10
Funds holding in top 10: 105 → 63 (-42)
45% less capital invested
Capital invested by funds: $22.1B → $12B (-$10B)
51% less repeat investments, than reductions
Existing positions increased: 180 | Existing positions reduced: 364
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWG
Summit Wealth Group
White River Junction,
Vermont
|
+$433M |
| 2 |
Goldman Sachs
New York
|
+$109M |
| 3 |
SMFG
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
+$86.1M |
| 4 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$27M |
| 5 |
CL
Choreo LLC
Rockford,
Illinois
|
+$25.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.68B |
| 2 |
LPL Financial
San Diego,
California
|
-$546M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$394M |
| 4 |
BlackRock
New York
|
-$390M |
| 5 |
PAS
Park Avenue Securities
New York
|
-$259M |
ESGU Hedge Fund Activity: Q1 2023 in Review
699 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA ETF (ESGU) for Q1 2023, worth a combined $12B — down 45% from $22.1B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new ESGU positions and 54 closed out — a net gain of 16 holders — while 180 added to existing stakes and 364 trimmed.
The largest buyer was Summit Wealth Group, adding an estimated $433M. The largest seller was Envestnet Asset Management, cutting an estimated $2.68B.
- 699 institutional investors held iShares ESG Aware MSCI USA ETF (ESGU) as of Q1 2023, down from 703 in Q4 2022.
- Funds reported $12B of iShares ESG Aware MSCI USA ETF stock for Q1 2023, down 45% quarter-over-quarter.
- 70 funds opened new iShares ESG Aware MSCI USA ETF positions in Q1 2023 and 54 closed out, a net change of +16 holders.
- The largest iShares ESG Aware MSCI USA ETF buyer in Q1 2023 was Summit Wealth Group, an estimated $433M added.
- The largest iShares ESG Aware MSCI USA ETF seller in Q1 2023 was Envestnet Asset Management, an estimated $2.68B sold.
Based on aggregated 13F filings for Q1 2023.