iShares ESG Aware MSCI USA ETF
ESGU
661 hedge funds and large institutions have $19.3B invested in iShares ESG Aware MSCI USA ETF in 2022 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 283 increasing their positions, 237 reducing their positions, and 58 closing their positions.
33% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 58
19% more repeat investments, than reductions
Existing positions increased: 283 | Existing positions reduced: 237
2% more funds holding
Funds holding: 651 → 661 (+10)
0.14% more ownership
Funds ownership: 91.13% → 91.27% (+0.14%)
5% less funds holding in top 10
Funds holding in top 10: 110 → 105 (-5)
15% less capital invested
Capital invested by funds: $22.8B → $19.3B (-$3.48B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$358M |
| 2 |
SMFG
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
+$80.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$74M |
| 4 |
TLIC
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
|
+$71.7M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$37.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$231M |
| 2 |
BlackRock
New York
|
-$107M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$69.7M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$28.6M |
| 5 |
Morgan Stanley
New York
|
-$27.1M |
ESGU Hedge Fund Activity: Q2 2022 in Review
661 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA ETF (ESGU) for Q2 2022, worth a combined $19.3B — down 15% from $22.8B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new ESGU positions and 58 closed out — a net gain of 19 holders — while 283 added to existing stakes and 237 trimmed.
The largest buyer was TIAA FSB, adding an estimated $358M. The largest seller was Envestnet Asset Management, cutting an estimated $231M.
- 661 institutional investors held iShares ESG Aware MSCI USA ETF (ESGU) as of Q2 2022, up from 651 in Q1 2022.
- Funds reported $19.3B of iShares ESG Aware MSCI USA ETF stock for Q2 2022, down 15% quarter-over-quarter.
- 77 funds opened new iShares ESG Aware MSCI USA ETF positions in Q2 2022 and 58 closed out, a net change of +19 holders.
- The largest iShares ESG Aware MSCI USA ETF buyer in Q2 2022 was TIAA FSB, an estimated $358M added.
- The largest iShares ESG Aware MSCI USA ETF seller in Q2 2022 was Envestnet Asset Management, an estimated $231M sold.
Based on aggregated 13F filings for Q2 2022.