iShares ESG Aware MSCI USA ETF
ESGU
702 hedge funds and large institutions have $12.1B invested in iShares ESG Aware MSCI USA ETF in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 181 increasing their positions, 367 reducing their positions, and 52 closing their positions.
31% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 52
1% less funds holding
Funds holding: 707 → 702 (-5)
8.53% less ownership
Funds ownership: 91.14% → 82.61% (-8.5%)
39% less funds holding in top 10
Funds holding in top 10: 107 → 65 (-42)
51% less repeat investments, than reductions
Existing positions increased: 181 | Existing positions reduced: 367
92% less capital inflows, than outflows
Capital inflows: $594M | Capital outflows: $7.2B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$109M |
| 2 |
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
+$86.1M |
| 3 |
EP Wealth Advisors
Torrance,
California
|
+$27M |
| 4 |
Choreo LLC
Rockford,
Illinois
|
+$25.5M |
| 5 |
Citigroup
New York
|
+$21.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.68B |
| 2 |
LPL Financial
San Diego,
California
|
-$546M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$394M |
| 4 |
BlackRock
New York
|
-$390M |
| 5 |
Park Avenue Securities
New York
|
-$259M |
ESGU Hedge Fund Activity: Q1 2023 in Review
702 of the 6,290 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA ETF (ESGU) for Q1 2023, worth a combined $12.1B — down 32% from $17.8B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new ESGU positions and 52 closed out — a net gain of 16 holders — while 181 added to existing stakes and 367 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $109M. The largest seller was Envestnet Asset Management, cutting an estimated $2.68B.
- 702 institutional investors held iShares ESG Aware MSCI USA ETF (ESGU) as of Q1 2023, down from 707 in Q4 2022.
- Funds reported $12.1B of iShares ESG Aware MSCI USA ETF stock for Q1 2023, down 32% quarter-over-quarter.
- 68 funds opened new iShares ESG Aware MSCI USA ETF positions in Q1 2023 and 52 closed out, a net change of +16 holders.
- The largest iShares ESG Aware MSCI USA ETF buyer in Q1 2023 was Goldman Sachs, an estimated $109M added.
- The largest iShares ESG Aware MSCI USA ETF seller in Q1 2023 was Envestnet Asset Management, an estimated $2.68B sold.
Based on aggregated 13F filings for Q1 2023.