iShares ESG Aware MSCI USA ETF
ESGU
513 hedge funds and large institutions have $15.6B invested in iShares ESG Aware MSCI USA ETF in 2021 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 296 increasing their positions, 101 reducing their positions, and 30 closing their positions.
193% more repeat investments, than reductions
Existing positions increased: 296 | Existing positions reduced: 101
103% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 30
18% more capital invested
Capital invested by funds: $13.3B → $15.6B (+$2.33B)
5% more funds holding
Funds holding: 489 → 513 (+24)
4% more funds holding in top 10
Funds holding in top 10: 74 → 77 (+3)
1.2% less ownership
Funds ownership: 86.33% → 85.13% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$295M |
| 2 |
BOI
Bank of Italy
Rome,
Italy
|
+$120M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$115M |
| 4 |
Morgan Stanley
New York
|
+$71.7M |
| 5 |
5L
55I LLC
Boston,
Massachusetts
|
+$51.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MB
Mizuho Bank
Tokyo,
Japan
|
-$109M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$13.8M |
| 3 |
BRC
BHF RG Capital
Scottsdale,
Arizona
|
-$13.7M |
| 4 |
CWS
Cypress Wealth Services
Palm Desert,
California
|
-$8.38M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$8M |
ESGU Hedge Fund Activity: Q2 2021 in Review
513 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA ETF (ESGU) for Q2 2021, worth a combined $15.6B — up 18% from $13.3B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new ESGU positions and 30 closed out — a net gain of 31 holders — while 296 added to existing stakes and 101 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $295M. The largest seller was Mizuho Bank, exiting entirely with an estimated $109M sold.
- 513 institutional investors held iShares ESG Aware MSCI USA ETF (ESGU) as of Q2 2021, up from 489 in Q1 2021.
- Funds reported $15.6B of iShares ESG Aware MSCI USA ETF stock for Q2 2021, up 18% quarter-over-quarter.
- 61 funds opened new iShares ESG Aware MSCI USA ETF positions in Q2 2021 and 30 closed out, a net change of +31 holders.
- The largest iShares ESG Aware MSCI USA ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $295M added.
- The largest iShares ESG Aware MSCI USA ETF seller in Q2 2021 was Mizuho Bank, an estimated $109M sold.
Based on aggregated 13F filings for Q2 2021.