iShares ESG Aware MSCI USA ETF
ESGU
22 hedge funds and large institutions have $47.9M invested in iShares ESG Aware MSCI USA ETF in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 2 closing their positions.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
250% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 2
57% more funds holding
Funds holding: 14 → 22 (+8)
45% more capital invested
Capital invested by funds: $33M → $47.9M (+$14.8M)
2.65% more ownership
Funds ownership: 54.45% → 57.1% (+2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$5.32M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$4.57M |
| 3 |
BlackRock
New York
|
+$902K |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$814K |
| 5 |
LPL Financial
San Diego,
California
|
+$470K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$87.6K |
| 2 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$23K |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$10K |
| 4 |
CGI
Cougar Global Investments
Toronto,
Ontario, Canada
|
-$119 |
ESGU Hedge Fund Activity: Q2 2018 in Review
22 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA ETF (ESGU) for Q2 2018, worth a combined $47.9M — up 45% from $33M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new ESGU positions and 2 closed out — a net gain of 8 holders — while 7 added to existing stakes and 2 trimmed.
The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $5.32M. The largest seller was Jane Street, cutting an estimated $87.6K.
- 22 institutional investors held iShares ESG Aware MSCI USA ETF (ESGU) as of Q2 2018, up from 14 in Q1 2018.
- Funds reported $47.9M of iShares ESG Aware MSCI USA ETF stock for Q2 2018, up 45% quarter-over-quarter.
- 10 funds opened new iShares ESG Aware MSCI USA ETF positions in Q2 2018 and 2 closed out, a net change of +8 holders.
- The largest iShares ESG Aware MSCI USA ETF buyer in Q2 2018 was Cambridge Investment Research Advisors, an estimated $5.32M added.
- The largest iShares ESG Aware MSCI USA ETF seller in Q2 2018 was Jane Street, an estimated $87.6K sold.
Based on aggregated 13F filings for Q2 2018.