iShares ESG Aware MSCI USA ETF
ESGU
67 hedge funds and large institutions have $789M invested in iShares ESG Aware MSCI USA ETF in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 10 reducing their positions, and 6 closing their positions.
220% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 10
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
8% more funds holding
Funds holding: 62 → 67 (+5)
6% more capital invested
Capital invested by funds: $746M → $789M (+$42.8M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
54.18% less ownership
Funds ownership: 282.89% → 228.71% (-54%)
Top Buyers
| 1 |
JP Morgan Chase
New York
|
+$11.3M |
| 2 |
BlackRock
New York
|
+$7.16M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.15M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$3.64M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.32M |
Top Sellers
| 1 |
UBS Group
Zurich,
Switzerland
|
-$2.36M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.19M |
| 3 |
LPL Financial
San Diego,
California
|
-$132K |
| 4 |
CGI
Cougar Global Investments
Toronto,
Ontario, Canada
|
-$38K |
| 5 |
IC
Inscription Capital
Houston,
Texas
|
-$34K |
ESGU Hedge Fund Activity: Q2 2019 in Review
67 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA ETF (ESGU) for Q2 2019, worth a combined $789M — up 5.7% from $746M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new ESGU positions and 6 closed out — a net gain of 5 holders — while 32 added to existing stakes and 10 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $11.3M. The largest seller was UBS Group, cutting an estimated $2.36M.
- 67 institutional investors held iShares ESG Aware MSCI USA ETF (ESGU) as of Q2 2019, up from 62 in Q1 2019.
- Funds reported $789M of iShares ESG Aware MSCI USA ETF stock for Q2 2019, up 5.7% quarter-over-quarter.
- 11 funds opened new iShares ESG Aware MSCI USA ETF positions in Q2 2019 and 6 closed out, a net change of +5 holders.
- The largest iShares ESG Aware MSCI USA ETF buyer in Q2 2019 was JP Morgan Chase, an estimated $11.3M added.
- The largest iShares ESG Aware MSCI USA ETF seller in Q2 2019 was UBS Group, an estimated $2.36M sold.
Based on aggregated 13F filings for Q2 2019.