iShares ESG Aware MSCI USA ETF
ESGU
738 hedge funds and large institutions have $10.4B invested in iShares ESG Aware MSCI USA ETF in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 184 increasing their positions, 386 reducing their positions, and 65 closing their positions.
2% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 65
2% less funds holding
Funds holding: 752 → 738 (-14)
7.77% less ownership
Funds ownership: 89.54% → 81.77% (-7.8%)
12% less capital invested
Capital invested by funds: $11.9B → $10.4B (-$1.48B)
35% less funds holding in top 10
Funds holding in top 10: 48 → 31 (-17)
52% less repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 386
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$57.1M |
| 2 |
SG Americas Securities
New York
|
+$45.6M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
+$39.2M |
| 4 |
JP Morgan Chase
New York
|
+$38.9M |
| 5 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
+$26.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$883M |
| 2 |
Morgan Stanley
New York
|
-$398M |
| 3 |
LPL Financial
San Diego,
California
|
-$149M |
| 4 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$124M |
| 5 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
-$111M |
ESGU Hedge Fund Activity: Q1 2024 in Review
738 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA ETF (ESGU) for Q1 2024, worth a combined $10.4B — down 12% from $11.9B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new ESGU positions and 65 closed out — a net gain of 1 holder — while 184 added to existing stakes and 386 trimmed.
The largest buyer was Northern Trust, adding an estimated $57.1M. The largest seller was Envestnet Asset Management, cutting an estimated $883M.
- 738 institutional investors held iShares ESG Aware MSCI USA ETF (ESGU) as of Q1 2024, down from 752 in Q4 2023.
- Funds reported $10.4B of iShares ESG Aware MSCI USA ETF stock for Q1 2024, down 12% quarter-over-quarter.
- 66 funds opened new iShares ESG Aware MSCI USA ETF positions in Q1 2024 and 65 closed out, a net change of +1 holder.
- The largest iShares ESG Aware MSCI USA ETF buyer in Q1 2024 was Northern Trust, an estimated $57.1M added.
- The largest iShares ESG Aware MSCI USA ETF seller in Q1 2024 was Envestnet Asset Management, an estimated $883M sold.
Based on aggregated 13F filings for Q1 2024.