We are live on ! Find out more
ESGU icon

iShares ESG Aware MSCI USA ETF
ESGU

748 hedge funds and large institutions have $10.2B invested in iShares ESG Aware MSCI USA ETF in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 193 increasing their positions, 373 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 42

1% more funds holding

Funds holding: 741 → 748 (+7)

2% less capital invested

Capital invested by funds: $10.4B → $10.2B (-$170M)

1.64% less ownership

Funds ownership: 81.75% → 80.11% (-1.6%)

32% less funds holding in top 10

Funds holding in top 10: 31 → 21 (-10)

48% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 373

Holders
748
Holders Change
+7
Holders Change %
+0.94%
% of All Funds
10.79%
Holding in Top 10
21
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-32.26%
% of All Funds
0.3%
New
59
Increased
193
Reduced
373
Closed
42
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$152M
2
Northern Trust
Northern Trust
Illinois
+$127M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$81.2M
4
Betterment LLC
Betterment LLC
New York
+$76.5M
5
Citigroup
Citigroup
New York
+$57.6M

Top Sellers

Rank Fund Capital Flow
1
BOI
Bank of Italy
Italy
-$238M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$199M
3
SMFG
Sumitomo Mitsui Financial Group
Japan
-$133M
4
LPL Financial
LPL Financial
California
-$64.2M
5
BlackRock
BlackRock
New York
-$55.8M

ESGU Hedge Fund Activity: Q2 2024 in Review

748 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA ETF (ESGU) for Q2 2024, worth a combined $10.2B — down 1.6% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new ESGU positions and 42 closed out — a net gain of 17 holders — while 193 added to existing stakes and 373 trimmed.

The largest buyer was Bank of America, adding an estimated $152M. The largest seller was Bank of Italy, exiting entirely with an estimated $238M sold.

  • 748 institutional investors held iShares ESG Aware MSCI USA ETF (ESGU) as of Q2 2024, up from 741 in Q1 2024.
  • Funds reported $10.2B of iShares ESG Aware MSCI USA ETF stock for Q2 2024, down 1.6% quarter-over-quarter.
  • 59 funds opened new iShares ESG Aware MSCI USA ETF positions in Q2 2024 and 42 closed out, a net change of +17 holders.
  • The largest iShares ESG Aware MSCI USA ETF buyer in Q2 2024 was Bank of America, an estimated $152M added.
  • The largest iShares ESG Aware MSCI USA ETF seller in Q2 2024 was Bank of Italy, an estimated $238M sold.

Based on aggregated 13F filings for Q2 2024.