iShares ESG Aware MSCI USA ETF
ESGU
35 hedge funds and large institutions have $59.8M invested in iShares ESG Aware MSCI USA ETF in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 1 closing their positions.
1,300% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 1
300% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 3
59% more funds holding
Funds holding: 22 → 35 (+13)
25% more capital invested
Capital invested by funds: $47.9M → $59.8M (+$12M)
0.41% less ownership
Funds ownership: 57.1% → 56.69% (-0.41%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.98M |
| 2 |
Goldman Sachs
New York
|
+$1.76M |
| 3 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$1.5M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.16M |
| 5 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$902K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$1.26M |
| 2 |
FWCM
Ferguson Wellman Capital Management
Portland,
Oregon
|
-$224K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$196K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$15.1K |
ESGU Hedge Fund Activity: Q3 2018 in Review
35 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA ETF (ESGU) for Q3 2018, worth a combined $59.8M — up 25% from $47.9M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new ESGU positions and 1 closed out — a net gain of 13 holders — while 12 added to existing stakes and 3 trimmed.
The largest buyer was Jane Street, adding an estimated $1.98M. The largest seller was BlackRock, cutting an estimated $1.26M.
- 35 institutional investors held iShares ESG Aware MSCI USA ETF (ESGU) as of Q3 2018, up from 22 in Q2 2018.
- Funds reported $59.8M of iShares ESG Aware MSCI USA ETF stock for Q3 2018, up 25% quarter-over-quarter.
- 14 funds opened new iShares ESG Aware MSCI USA ETF positions in Q3 2018 and 1 closed out, a net change of +13 holders.
- The largest iShares ESG Aware MSCI USA ETF buyer in Q3 2018 was Jane Street, an estimated $1.98M added.
- The largest iShares ESG Aware MSCI USA ETF seller in Q3 2018 was BlackRock, an estimated $1.26M sold.
Based on aggregated 13F filings for Q3 2018.