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iShares ESG Aware MSCI USA ETF
ESGU

4 hedge funds and large institutions have $4.39M invested in iShares ESG Aware MSCI USA ETF in 2017 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding

Funds holding: 2 → 4 (+2)

20.95% more ownership

Funds ownership: 61.59% → 82.54% (+21%)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

8% less capital invested

Capital invested by funds: $4.76M → $4.39M (-$373K)

Holders
4
Holders Change
+2
Holders Change %
+100%
% of All Funds
0.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$892K
2
FANJ
Financial Architects (New Jersey)
New Jersey
+$14.8K
3
UBS Group
UBS Group
Switzerland
+$14.6K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$1.44M

ESGU Hedge Fund Activity: Q2 2017 in Review

4 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA ETF (ESGU) for Q2 2017, worth a combined $4.39M — down 7.8% from $4.76M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new ESGU positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 1 trimmed.

The largest buyer was Bank of America, opening a new position worth an estimated $892K. The largest seller was BlackRock, cutting an estimated $1.44M.

  • 4 institutional investors held iShares ESG Aware MSCI USA ETF (ESGU) as of Q2 2017, up from 2 in Q1 2017.
  • Funds reported $4.39M of iShares ESG Aware MSCI USA ETF stock for Q2 2017, down 7.8% quarter-over-quarter.
  • 2 funds opened new iShares ESG Aware MSCI USA ETF positions in Q2 2017 and 0 closed out, a net change of +2 holders.
  • The largest iShares ESG Aware MSCI USA ETF buyer in Q2 2017 was Bank of America, an estimated $892K added.
  • The largest iShares ESG Aware MSCI USA ETF seller in Q2 2017 was BlackRock, an estimated $1.44M sold.

Based on aggregated 13F filings for Q2 2017.