iShares ESG Aware MSCI USA ETF
ESGU
427 hedge funds and large institutions have $12B invested in iShares ESG Aware MSCI USA ETF in 2020 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 246 increasing their positions, 45 reducing their positions, and 16 closing their positions.
631% more first-time investments, than exits
New positions opened: 117 | Existing positions closed: 16
447% more repeat investments, than reductions
Existing positions increased: 246 | Existing positions reduced: 45
54% more capital invested
Capital invested by funds: $7.75B → $12B (+$4.22B)
44% more funds holding in top 10
Funds holding in top 10: 43 → 62 (+19)
28% more funds holding
Funds holding: 334 → 427 (+93)
2.2% more ownership
Funds ownership: 86.62% → 88.82% (+2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.07B |
| 2 |
Morgan Stanley
New York
|
+$295M |
| 3 |
LPL Financial
San Diego,
California
|
+$190M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$133M |
| 5 |
BlackRock
New York
|
+$119M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$13.6M |
| 2 |
SMG
Smart Money Group
Eastland,
Texas
|
-$10.7M |
| 3 |
Goldman Sachs
New York
|
-$10.5M |
| 4 |
WI
Wintrust Investments
Chicago,
Illinois
|
-$4.38M |
| 5 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$2.36M |
ESGU Hedge Fund Activity: Q4 2020 in Review
427 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA ETF (ESGU) for Q4 2020, worth a combined $12B — up 54% from $7.75B a quarter earlier.
Buyers outnumbered sellers: 117 funds opened new ESGU positions and 16 closed out — a net gain of 101 holders — while 246 added to existing stakes and 45 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $1.07B. The largest seller was Jane Street, exiting entirely with an estimated $13.6M sold.
- 427 institutional investors held iShares ESG Aware MSCI USA ETF (ESGU) as of Q4 2020, up from 334 in Q3 2020.
- Funds reported $12B of iShares ESG Aware MSCI USA ETF stock for Q4 2020, up 54% quarter-over-quarter.
- 117 funds opened new iShares ESG Aware MSCI USA ETF positions in Q4 2020 and 16 closed out, a net change of +101 holders.
- The largest iShares ESG Aware MSCI USA ETF buyer in Q4 2020 was Envestnet Asset Management, an estimated $1.07B added.
- The largest iShares ESG Aware MSCI USA ETF seller in Q4 2020 was Jane Street, an estimated $13.6M sold.
Based on aggregated 13F filings for Q4 2020.