iShares ESG Aware MSCI USA ETF
ESGU
706 hedge funds and large institutions have $17.8B invested in iShares ESG Aware MSCI USA ETF in 2022 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 191 increasing their positions, 334 reducing their positions, and 52 closing their positions.
102% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 52
6% more funds holding
Funds holding: 667 → 706 (+39)
0.14% less ownership
Funds ownership: 91.24% → 91.1% (-0.14%)
3% less capital invested
Capital invested by funds: $18.3B → $17.8B (-$505M)
6% less funds holding in top 10
Funds holding in top 10: 113 → 106 (-7)
43% less repeat investments, than reductions
Existing positions increased: 191 | Existing positions reduced: 334
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$372M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$109M |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$63.3M |
| 4 |
TLIC
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
|
+$44.5M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$44.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$539M |
| 2 |
BlackRock
New York
|
-$172M |
| 3 |
Morgan Stanley
New York
|
-$153M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$146M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$146M |
ESGU Hedge Fund Activity: Q4 2022 in Review
706 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA ETF (ESGU) for Q4 2022, worth a combined $17.8B — down 2.8% from $18.3B a quarter earlier.
Buyers outnumbered sellers: 105 funds opened new ESGU positions and 52 closed out — a net gain of 53 holders — while 191 added to existing stakes and 334 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $372M. The largest seller was Envestnet Asset Management, cutting an estimated $539M.
- 706 institutional investors held iShares ESG Aware MSCI USA ETF (ESGU) as of Q4 2022, up from 667 in Q3 2022.
- Funds reported $17.8B of iShares ESG Aware MSCI USA ETF stock for Q4 2022, down 2.8% quarter-over-quarter.
- 105 funds opened new iShares ESG Aware MSCI USA ETF positions in Q4 2022 and 52 closed out, a net change of +53 holders.
- The largest iShares ESG Aware MSCI USA ETF buyer in Q4 2022 was JP Morgan Chase, an estimated $372M added.
- The largest iShares ESG Aware MSCI USA ETF seller in Q4 2022 was Envestnet Asset Management, an estimated $539M sold.
Based on aggregated 13F filings for Q4 2022.