iShares ESG Aware MSCI USA ETF
ESGU
704 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, 227 increasing their positions, 337 reducing their positions, and 50 closing their positions.
20% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 50
6% more capital invested
Capital invested by funds: $12B → $12.8B (+$720M)
2.52% more ownership
Funds ownership: 85.59% → 88.12% (+2.5%)
1% more funds holding
Funds holding: 699 → 704 (+5)
11% less funds holding in top 10
Funds holding in top 10: 63 → 56 (-7)
33% less repeat investments, than reductions
Existing positions increased: 227 | Existing positions reduced: 337
Top Buyers
| 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
| 1 |
SWG
Summit Wealth Group
White River Junction,
Vermont
|
-$453M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$171M |
| 3 |
BlackRock
New York
|
-$141M |
| 4 |
SMFG
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
-$88.1M |
| 5 |
LPL Financial
San Diego,
California
|
-$70.9M |
ESGU Hedge Fund Activity: Q2 2023 in Review
704 of the 6,369 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 6% from $12B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new ESGU positions and 50 closed out — a net gain of 10 holders — while 227 added to existing stakes and 337 trimmed.
The largest buyer was Northern Trust, adding an estimated $256M. The largest seller was Summit Wealth Group, cutting an estimated $453M.
- 704 institutional investors held iShares ESG Aware MSCI USA ETF (ESGU) as of Q2 2023, up from 699 in Q1 2023.
- Funds reported $12.8B of iShares ESG Aware MSCI USA ETF stock for Q2 2023, up 6% 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 Summit Wealth Group, an estimated $453M sold.
Based on aggregated 13F filings for Q2 2023.