iShares ESG Aware MSCI USA ETF
ESGU
489 hedge funds and large institutions have $13.3B invested in iShares ESG Aware MSCI USA ETF in 2021 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 227 increasing their positions, 128 reducing their positions, and 28 closing their positions.
236% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 28
77% more repeat investments, than reductions
Existing positions increased: 227 | Existing positions reduced: 128
19% more funds holding in top 10
Funds holding in top 10: 62 → 74 (+12)
15% more funds holding
Funds holding: 427 → 489 (+62)
11% more capital invested
Capital invested by funds: $12B → $13.3B (+$1.34B)
2.46% less ownership
Funds ownership: 88.83% → 86.37% (-2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$135M |
| 2 |
MB
Mizuho Bank
Tokyo,
Japan
|
+$107M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$85.5M |
| 4 |
Morgan Stanley
New York
|
+$68.7M |
| 5 |
JP Morgan Chase
New York
|
+$68.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$106M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$52.1M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$25.4M |
| 4 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$19.5M |
| 5 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$18.5M |
ESGU Hedge Fund Activity: Q1 2021 in Review
489 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA ETF (ESGU) for Q1 2021, worth a combined $13.3B — up 11% from $12B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new ESGU positions and 28 closed out — a net gain of 66 holders — while 227 added to existing stakes and 128 trimmed.
The largest buyer was BlackRock, adding an estimated $135M. The largest seller was Envestnet Asset Management, cutting an estimated $106M.
- 489 institutional investors held iShares ESG Aware MSCI USA ETF (ESGU) as of Q1 2021, up from 427 in Q4 2020.
- Funds reported $13.3B of iShares ESG Aware MSCI USA ETF stock for Q1 2021, up 11% quarter-over-quarter.
- 94 funds opened new iShares ESG Aware MSCI USA ETF positions in Q1 2021 and 28 closed out, a net change of +66 holders.
- The largest iShares ESG Aware MSCI USA ETF buyer in Q1 2021 was BlackRock, an estimated $135M added.
- The largest iShares ESG Aware MSCI USA ETF seller in Q1 2021 was Envestnet Asset Management, an estimated $106M sold.
Based on aggregated 13F filings for Q1 2021.