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iShares ESG Aware MSCI USA ETF
ESGU

701 hedge funds and large institutions have $10.6B invested in iShares ESG Aware MSCI USA ETF in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 158 increasing their positions, 372 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 51

0.37% less ownership

Funds ownership: 88.11% → 87.74% (-0.37%)

1% less funds holding

Funds holding: 706 → 701 (-5)

17% less capital invested

Capital invested by funds: $12.8B → $10.6B (-$2.2B)

21% less funds holding in top 10

Funds holding in top 10: 57 → 45 (-12)

58% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 372

Holders
701
Holders Change
-5
Holders Change %
-0.71%
% of All Funds
11.11%
Holding in Top 10
45
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-21.05%
% of All Funds
0.71%
New
57
Increased
158
Reduced
372
Closed
51
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SMFG
Sumitomo Mitsui Financial Group
Japan
+$104M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$89.5M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$19.8M
4
Northern Trust
Northern Trust
Illinois
+$14.9M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$9.86M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$844M
2
LPL Financial
LPL Financial
California
-$139M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$121M
4
Bank of America
Bank of America
North Carolina
-$104M
5
Morgan Stanley
Morgan Stanley
New York
-$98M

ESGU Hedge Fund Activity: Q3 2023 in Review

701 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA ETF (ESGU) for Q3 2023, worth a combined $10.6B — down 17% from $12.8B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new ESGU positions and 51 closed out — a net gain of 6 holders — while 158 added to existing stakes and 372 trimmed.

The largest buyer was Sumitomo Mitsui Financial Group, opening a new position worth an estimated $104M. The largest seller was Envestnet Asset Management, cutting an estimated $844M.

  • 701 institutional investors held iShares ESG Aware MSCI USA ETF (ESGU) as of Q3 2023, down from 706 in Q2 2023.
  • Funds reported $10.6B of iShares ESG Aware MSCI USA ETF stock for Q3 2023, down 17% quarter-over-quarter.
  • 57 funds opened new iShares ESG Aware MSCI USA ETF positions in Q3 2023 and 51 closed out, a net change of +6 holders.
  • The largest iShares ESG Aware MSCI USA ETF buyer in Q3 2023 was Sumitomo Mitsui Financial Group, an estimated $104M added.
  • The largest iShares ESG Aware MSCI USA ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $844M sold.

Based on aggregated 13F filings for Q3 2023.