iShares ESG Aware MSCI USA ETF
ESGU
79 hedge funds and large institutions have $1.03B invested in iShares ESG Aware MSCI USA ETF in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 9 reducing their positions, and 5 closing their positions.
8,044% more capital inflows, than outflows
Capital inflows: $242M | Capital outflows: $2.97M
289% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 9
240% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 5
20.86% more ownership
Funds ownership: 50.03% → 70.89% (+21%)
18% more funds holding
Funds holding: 67 → 79 (+12)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$190M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$9.5M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$9.47M |
| 4 |
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
+$6.15M |
| 5 |
JP Morgan Chase
New York
|
+$6.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.69M |
| 2 |
United Capital Financial Advisors
Irving,
Texas
|
-$560K |
| 3 |
Retirement Capital Strategies
San Jose,
California
|
-$274K |
| 4 |
EWA
ERTS Wealth Advisors
Marquette,
Michigan
|
-$215K |
| 5 |
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
-$89.8K |
ESGU Hedge Fund Activity: Q3 2019 in Review
79 of the 4,576 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA ETF (ESGU) for Q3 2019, worth a combined $1.03B — up 31% from $789M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new ESGU positions and 5 closed out — a net gain of 12 holders — while 35 added to existing stakes and 9 trimmed.
The largest buyer was Bank of America, adding an estimated $190M. The largest seller was Susquehanna International Group, cutting an estimated $1.69M.
- 79 institutional investors held iShares ESG Aware MSCI USA ETF (ESGU) as of Q3 2019, up from 67 in Q2 2019.
- Funds reported $1.03B of iShares ESG Aware MSCI USA ETF stock for Q3 2019, up 31% quarter-over-quarter.
- 17 funds opened new iShares ESG Aware MSCI USA ETF positions in Q3 2019 and 5 closed out, a net change of +12 holders.
- The largest iShares ESG Aware MSCI USA ETF buyer in Q3 2019 was Bank of America, an estimated $190M added.
- The largest iShares ESG Aware MSCI USA ETF seller in Q3 2019 was Susquehanna International Group, an estimated $1.69M sold.
Based on aggregated 13F filings for Q3 2019.