iShares ESG Aware MSCI USA ETF
ESGU
706 hedge funds and large institutions have $12.8B invested in iShares ESG Aware MSCI USA ETF in 2023 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 228 increasing their positions, 338 reducing their positions, and 50 closing their positions.
20% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 50
5.56% more ownership
Funds ownership: 82.55% → 88.11% (+5.6%)
5% more capital invested
Capital invested by funds: $12.1B → $12.8B (+$649M)
1% more funds holding
Funds holding: 701 → 706 (+5)
11% less funds holding in top 10
Funds holding in top 10: 64 → 57 (-7)
33% less repeat investments, than reductions
Existing positions increased: 228 | Existing positions reduced: 338
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$256M |
| 2 |
MB
Mizuho Bank
Tokyo,
Japan
|
+$231M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$63.9M |
| 4 |
JP Morgan Chase
New York
|
+$34.8M |
| 5 |
Citigroup
New York
|
+$26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$171M |
| 2 |
BlackRock
New York
|
-$141M |
| 3 |
SMFG
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
-$88.1M |
| 4 |
LPL Financial
San Diego,
California
|
-$70.9M |
| 5 |
TLFA
True Link Financial Advisors
San Francisco,
California
|
-$31.9M |
ESGU Hedge Fund Activity: Q2 2023 in Review
706 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA ETF (ESGU) for Q2 2023, worth a combined $12.8B — up 5.4% from $12.1B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new ESGU positions and 50 closed out — a net gain of 10 holders — while 228 added to existing stakes and 338 trimmed.
The largest buyer was Northern Trust, adding an estimated $256M. The largest seller was Envestnet Asset Management, cutting an estimated $171M.
- 706 institutional investors held iShares ESG Aware MSCI USA ETF (ESGU) as of Q2 2023, up from 701 in Q1 2023.
- Funds reported $12.8B of iShares ESG Aware MSCI USA ETF stock for Q2 2023, up 5.4% quarter-over-quarter.
- 60 funds opened new iShares ESG Aware MSCI USA ETF positions in Q2 2023 and 50 closed out, a net change of +10 holders.
- The largest iShares ESG Aware MSCI USA ETF buyer in Q2 2023 was Northern Trust, an estimated $256M added.
- The largest iShares ESG Aware MSCI USA ETF seller in Q2 2023 was Envestnet Asset Management, an estimated $171M sold.
Based on aggregated 13F filings for Q2 2023.