iShares ESG Aware MSCI USA ETF
ESGU
62 hedge funds and large institutions have $746M invested in iShares ESG Aware MSCI USA ETF in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 24 increasing their positions, 10 reducing their positions, and 4 closing their positions.
757% more capital invested
Capital invested by funds: $87M → $746M (+$659M)
375% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 4
212.46% more ownership
Funds ownership: 70.43% → 282.89% (+212%)
140% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 10
27% more funds holding
Funds holding: 49 → 62 (+13)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$385M |
| 2 |
JP Morgan Chase
New York
|
+$8.28M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.45M |
| 4 |
Goldman Sachs
New York
|
+$2.73M |
| 5 |
FLPIM
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
+$1.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$5.14M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.98M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.9M |
| 4 |
BWP
BSW Wealth Partners
Boulder,
Colorado
|
-$1.79M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.45M |
ESGU Hedge Fund Activity: Q1 2019 in Review
62 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA ETF (ESGU) for Q1 2019, worth a combined $746M — up 757% from $87M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new ESGU positions and 4 closed out — a net gain of 15 holders — while 24 added to existing stakes and 10 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $385M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $5.14M.
- 62 institutional investors held iShares ESG Aware MSCI USA ETF (ESGU) as of Q1 2019, up from 49 in Q4 2018.
- Funds reported $746M of iShares ESG Aware MSCI USA ETF stock for Q1 2019, up 757% quarter-over-quarter.
- 19 funds opened new iShares ESG Aware MSCI USA ETF positions in Q1 2019 and 4 closed out, a net change of +15 holders.
- The largest iShares ESG Aware MSCI USA ETF buyer in Q1 2019 was Carson Wealth (CWM LLC), an estimated $385M added.
- The largest iShares ESG Aware MSCI USA ETF seller in Q1 2019 was Cambridge Investment Research Advisors, an estimated $5.14M sold.
Based on aggregated 13F filings for Q1 2019.