iShares ESG Aware MSCI USA ETF
ESGU
49 hedge funds and large institutions have $87M invested in iShares ESG Aware MSCI USA ETF in 2018 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 19 increasing their positions, 5 reducing their positions, and 9 closing their positions.
280% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 5
156% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 9
45% more capital invested
Capital invested by funds: $59.8M → $87M (+$27.2M)
40% more funds holding
Funds holding: 35 → 49 (+14)
13.74% more ownership
Funds ownership: 56.69% → 70.43% (+14%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| 1 |
JP Morgan Chase
New York
|
+$12.9M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.63M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$3.46M |
| 4 |
PO
Private Ocean
San Rafael,
California
|
+$3.33M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.77M |
Top Sellers
ESGU Hedge Fund Activity: Q4 2018 in Review
49 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA ETF (ESGU) for Q4 2018, worth a combined $87M — up 45% from $59.8M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new ESGU positions and 9 closed out — a net gain of 14 holders — while 19 added to existing stakes and 5 trimmed.
The largest buyer was JP Morgan Chase, opening a new position worth an estimated $12.9M. The largest seller was Jane Street, cutting an estimated $2.92M.
- 49 institutional investors held iShares ESG Aware MSCI USA ETF (ESGU) as of Q4 2018, up from 35 in Q3 2018.
- Funds reported $87M of iShares ESG Aware MSCI USA ETF stock for Q4 2018, up 45% quarter-over-quarter.
- 23 funds opened new iShares ESG Aware MSCI USA ETF positions in Q4 2018 and 9 closed out, a net change of +14 holders.
- The largest iShares ESG Aware MSCI USA ETF buyer in Q4 2018 was JP Morgan Chase, an estimated $12.9M added.
- The largest iShares ESG Aware MSCI USA ETF seller in Q4 2018 was Jane Street, an estimated $2.92M sold.
Based on aggregated 13F filings for Q4 2018.