iShares ESG Aware MSCI USA ETF
ESGU
237 hedge funds and large institutions have $2.97B invested in iShares ESG Aware MSCI USA ETF in 2020 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 73 increasing their positions, 11 reducing their positions, and 12 closing their positions.
1,067% more first-time investments, than exits
New positions opened: 140 | Existing positions closed: 12
564% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 11
475% more funds holding in top 10
Funds holding in top 10: 4 → 23 (+19)
146% more capital invested
Capital invested by funds: $1.21B → $2.97B (+$1.77B)
114% more funds holding
Funds holding: 111 → 237 (+126)
8.17% more ownership
Funds ownership: 70.54% → 78.71% (+8.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$867M |
| 2 |
LPL Financial
San Diego,
California
|
+$132M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$109M |
| 4 |
PAS
Park Avenue Securities
New York
|
+$101M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$5.74M |
| 2 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
-$1.29M |
| 3 |
ACM
Anfield Capital Management
Irvine,
California
|
-$1.17M |
| 4 |
NA
Nottingham Advisors
Amherst,
New York
|
-$1.15M |
| 5 |
FLPIM
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
-$1.02M |
ESGU Hedge Fund Activity: Q1 2020 in Review
237 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA ETF (ESGU) for Q1 2020, worth a combined $2.97B — up 146% from $1.21B a quarter earlier.
Buyers outnumbered sellers: 140 funds opened new ESGU positions and 12 closed out — a net gain of 128 holders — while 73 added to existing stakes and 11 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $867M. The largest seller was Jane Street, exiting entirely with an estimated $5.74M sold.
- 237 institutional investors held iShares ESG Aware MSCI USA ETF (ESGU) as of Q1 2020, up from 111 in Q4 2019.
- Funds reported $2.97B of iShares ESG Aware MSCI USA ETF stock for Q1 2020, up 146% quarter-over-quarter.
- 140 funds opened new iShares ESG Aware MSCI USA ETF positions in Q1 2020 and 12 closed out, a net change of +128 holders.
- The largest iShares ESG Aware MSCI USA ETF buyer in Q1 2020 was Envestnet Asset Management, an estimated $867M added.
- The largest iShares ESG Aware MSCI USA ETF seller in Q1 2020 was Jane Street, an estimated $5.74M sold.
Based on aggregated 13F filings for Q1 2020.