iShares ESG Aware MSCI USA ETF
ESGU
651 hedge funds and large institutions have $22.8B invested in iShares ESG Aware MSCI USA ETF in 2022 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 374 increasing their positions, 143 reducing their positions, and 52 closing their positions.
162% more repeat investments, than reductions
Existing positions increased: 374 | Existing positions reduced: 143
29.95% more ownership
Funds ownership: 87.21% → 117.16% (+30%)
25% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 52
2% more capital invested
Capital invested by funds: $22.3B → $22.8B (+$515M)
1% more funds holding in top 10
Funds holding in top 10: 110 → 111 (+1)
0% more funds holding
Funds holding: 650 → 651 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$6.38B |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$478M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$139M |
| 4 |
JP Morgan Chase
New York
|
+$118M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$102M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
B
Barings
Charlotte,
North Carolina
|
-$43.4M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$21.3M |
| 3 |
EH
Equitable Holdings
New York
|
-$18.4M |
| 4 |
OLVIG
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
-$16.1M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$14.9M |
ESGU Hedge Fund Activity: Q1 2022 in Review
651 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA ETF (ESGU) for Q1 2022, worth a combined $22.8B — up 2.3% from $22.3B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new ESGU positions and 52 closed out — a net gain of 13 holders — while 374 added to existing stakes and 143 trimmed.
The largest buyer was CFS Investment Advisory Services, adding an estimated $6.38B. The largest seller was Barings, exiting entirely with an estimated $43.4M sold.
- 651 institutional investors held iShares ESG Aware MSCI USA ETF (ESGU) as of Q1 2022, up from 650 in Q4 2021.
- Funds reported $22.8B of iShares ESG Aware MSCI USA ETF stock for Q1 2022, up 2.3% quarter-over-quarter.
- 65 funds opened new iShares ESG Aware MSCI USA ETF positions in Q1 2022 and 52 closed out, a net change of +13 holders.
- The largest iShares ESG Aware MSCI USA ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $6.38B added.
- The largest iShares ESG Aware MSCI USA ETF seller in Q1 2022 was Barings, an estimated $43.4M sold.
Based on aggregated 13F filings for Q1 2022.