iShares ESG Aware MSCI USA ETF
ESGU
7 hedge funds and large institutions have $2.55M invested in iShares ESG Aware MSCI USA ETF in 2017 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
46% more capital invested
Capital invested by funds: $1.75M → $2.55M (+$798K)
40% more funds holding
Funds holding: 5 → 7 (+2)
5.88% more ownership
Funds ownership: 15.96% → 21.84% (+5.9%)
Top Buyers
| 1 |
Jane Street
New York
|
+$825K |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$314K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$140K |
| 4 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$22.8K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$5.98K |
Top Sellers
| 1 |
BlackRock
New York
|
-$780K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $1.4M | +$825K | +14,482 | +153% |
|
|
2
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $328K | +$314K | +5,509 | +5,149% |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $317K | +$140K | +2,452 | +82% |
|
|
FANJ
4
Financial Architects (New Jersey)
Marlton,
New Jersey
| $304K | +$1.42K | +25 | +0.5% |
|
|
LFA
5
Legacy Financial Advisors
Covington,
Kentucky
| $174K | +$170K | +2,985 | New |
|
|
IWM
6
IHT Wealth Management
Chicago,
Illinois
| $24K | +$22.8K | +400 | New |
|
|
7
Bank of America
Charlotte,
North Carolina
| $6K | +$5.98K | +105 | New |
|
|
8
BlackRock
New York
| – | -$780K | -14,200 | Closed |
|
ESGU Hedge Fund Activity: Q4 2017 in Review
7 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA ETF (ESGU) for Q4 2017, worth a combined $2.55M — up 46% from $1.75M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new ESGU positions and 1 closed out — a net gain of 2 holders — while 4 added to existing stakes and 0 trimmed.
The largest buyer was Jane Street, adding an estimated $825K. The largest seller was BlackRock, exiting entirely with an estimated $780K sold.
- 7 institutional investors held iShares ESG Aware MSCI USA ETF (ESGU) as of Q4 2017, up from 5 in Q3 2017.
- Funds reported $2.55M of iShares ESG Aware MSCI USA ETF stock for Q4 2017, up 46% quarter-over-quarter.
- 3 funds opened new iShares ESG Aware MSCI USA ETF positions in Q4 2017 and 1 closed out, a net change of +2 holders.
- The largest iShares ESG Aware MSCI USA ETF buyer in Q4 2017 was Jane Street, an estimated $825K added.
- The largest iShares ESG Aware MSCI USA ETF seller in Q4 2017 was BlackRock, an estimated $780K sold.
Based on aggregated 13F filings for Q4 2017.