iShares ESG Aware MSCI USA ETF
ESGU
756 hedge funds and large institutions have $11.5B invested in iShares ESG Aware MSCI USA ETF in 2023 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 271 increasing their positions, 283 reducing their positions, and 46 closing their positions.
137% more first-time investments, than exits
New positions opened: 109 | Existing positions closed: 46
9% more capital invested
Capital invested by funds: $10.6B → $11.5B (+$957M)
8% more funds holding
Funds holding: 701 → 756 (+55)
7% more funds holding in top 10
Funds holding in top 10: 45 → 48 (+3)
4% less repeat investments, than reductions
Existing positions increased: 271 | Existing positions reduced: 283
1.41% less ownership
Funds ownership: 87.74% → 86.32% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$231M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$55.4M |
| 3 |
Citigroup
New York
|
+$43.6M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$37.4M |
| 5 |
Morgan Stanley
New York
|
+$36.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MB
Mizuho Bank
Tokyo,
Japan
|
-$244M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$143M |
| 3 |
TLIC
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
|
-$123M |
| 4 |
VMPIC
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
-$85.8M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$52.7M |
ESGU Hedge Fund Activity: Q4 2023 in Review
756 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA ETF (ESGU) for Q4 2023, worth a combined $11.5B — up 9.1% from $10.6B a quarter earlier.
Buyers outnumbered sellers: 109 funds opened new ESGU positions and 46 closed out — a net gain of 63 holders — while 271 added to existing stakes and 283 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $231M. The largest seller was Mizuho Bank, exiting entirely with an estimated $244M sold.
- 756 institutional investors held iShares ESG Aware MSCI USA ETF (ESGU) as of Q4 2023, up from 701 in Q3 2023.
- Funds reported $11.5B of iShares ESG Aware MSCI USA ETF stock for Q4 2023, up 9.1% quarter-over-quarter.
- 109 funds opened new iShares ESG Aware MSCI USA ETF positions in Q4 2023 and 46 closed out, a net change of +63 holders.
- The largest iShares ESG Aware MSCI USA ETF buyer in Q4 2023 was JP Morgan Chase, an estimated $231M added.
- The largest iShares ESG Aware MSCI USA ETF seller in Q4 2023 was Mizuho Bank, an estimated $244M sold.
Based on aggregated 13F filings for Q4 2023.