iShares ESG Aware MSCI USA ETF
ESGU
650 hedge funds and large institutions have $22.3B invested in iShares ESG Aware MSCI USA ETF in 2021 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 315 increasing their positions, 118 reducing their positions, and 37 closing their positions.
284% more first-time investments, than exits
New positions opened: 142 | Existing positions closed: 37
167% more repeat investments, than reductions
Existing positions increased: 315 | Existing positions reduced: 118
26% more funds holding in top 10
Funds holding in top 10: 87 → 110 (+23)
23% more capital invested
Capital invested by funds: $18.1B → $22.3B (+$4.18B)
18% more funds holding
Funds holding: 553 → 650 (+97)
3.62% more ownership
Funds ownership: 83.59% → 87.21% (+3.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$359M |
| 2 |
BlackRock
New York
|
+$85.9M |
| 3 |
LPL Financial
San Diego,
California
|
+$83.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$80.6M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MB
Mizuho Bank
Tokyo,
Japan
|
-$197M |
| 2 |
CFG
Cooper Financial Group
Irvine,
California
|
-$42.9M |
| 3 |
LWM
Liberty Wealth Management
Oakland,
California
|
-$18.7M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$16.2M |
| 5 |
NAG
Northstar Advisory Group
Northfield,
New Jersey
|
-$11M |
ESGU Hedge Fund Activity: Q4 2021 in Review
650 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA ETF (ESGU) for Q4 2021, worth a combined $22.3B — up 23% from $18.1B a quarter earlier.
Buyers outnumbered sellers: 142 funds opened new ESGU positions and 37 closed out — a net gain of 105 holders — while 315 added to existing stakes and 118 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $359M. The largest seller was Mizuho Bank, exiting entirely with an estimated $197M sold.
- 650 institutional investors held iShares ESG Aware MSCI USA ETF (ESGU) as of Q4 2021, up from 553 in Q3 2021.
- Funds reported $22.3B of iShares ESG Aware MSCI USA ETF stock for Q4 2021, up 23% quarter-over-quarter.
- 142 funds opened new iShares ESG Aware MSCI USA ETF positions in Q4 2021 and 37 closed out, a net change of +105 holders.
- The largest iShares ESG Aware MSCI USA ETF buyer in Q4 2021 was Envestnet Asset Management, an estimated $359M added.
- The largest iShares ESG Aware MSCI USA ETF seller in Q4 2021 was Mizuho Bank, an estimated $197M sold.
Based on aggregated 13F filings for Q4 2021.