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iShares ESG Aware MSCI USA ETF

5 hedge funds and large institutions have $1.75M invested in iShares ESG Aware MSCI USA ETF in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

25% more funds holding

Funds holding: 45 (+1)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

60% less capital invested

Capital invested by funds: $4.39M → $1.75M (-$2.64M)

66.58% less ownership

Funds ownership: 82.54%15.96% (-67%)

Holders
5
Holders Change
+1
Holders Change %
+25%
% of All Funds
0.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
1
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change

ESGU Hedge Fund Activity: Q3 2017 in Review

5 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA ETF (ESGU) for Q3 2017, worth a combined $1.75M — down 60% from $4.39M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new ESGU positions and 2 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $511K. The largest seller was BlackRock, cutting an estimated $2.49M.

  • 5 institutional investors held iShares ESG Aware MSCI USA ETF (ESGU) as of Q3 2017, up from 4 in Q2 2017.
  • Funds reported $1.75M of iShares ESG Aware MSCI USA ETF stock for Q3 2017, down 60% quarter-over-quarter.
  • 3 funds opened new iShares ESG Aware MSCI USA ETF positions in Q3 2017 and 2 closed out, a net change of +1 holder.
  • The largest iShares ESG Aware MSCI USA ETF buyer in Q3 2017 was Jane Street, an estimated $511K added.
  • The largest iShares ESG Aware MSCI USA ETF seller in Q3 2017 was BlackRock, an estimated $2.49M sold.

Based on aggregated 13F filings for Q3 2017.