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iShares ESG Aware MSCI USA ETF

787 hedge funds and large institutions have $10.9B invested in iShares ESG Aware MSCI USA ETF in 2024 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 235 increasing their positions, 325 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 50

26% more funds holding in top 10

Funds holding in top 10: 1924 (+5)

6% more funds holding

Funds holding: 739787 (+48)

5% more capital invested

Capital invested by funds: $10.3B → $10.9B (+$546M)

4.85% more ownership

Funds ownership: 77.44%82.29% (+4.8%)

28% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 325

Holders
787
Holders Change
+48
Holders Change %
+6.5%
% of All Funds
10.37%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.32%
New
110
Increased
235
Reduced
325
Closed
50
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
226
Snowden Capital Advisors
New York
$1.86M -$88.6K -684 -5%
BWP
227
BlueStem Wealth Partners
Minnesota
$1.85M +$1.86M +14,353 New
BWL
228
Bogart Wealth LLC
Virginia
$1.85M +$278K +2,148 +18%
SWM
229
SigFig Wealth Management
California
$1.84M -$19.3K -149 -1%
G
230
GenTrust
Florida
$1.84M +$1.04K +8 +0.1%
OFP
231
OLIO Financial Planning
Virginia
$1.83M -$486K -3,754 -21%
MCM
232
Mendel Capital Management
Arkansas
$1.83M +$3.24K +25 +0.2%
BRWA
233
B. Riley Wealth Advisors
Florida
$1.82M -$2.2M -16,966 -54%
PI
234
PFG Investments
New York
$1.82M +$21.4K +165 +1%
CCFM
235
Clear Creek Financial Management
Washington
$1.81M -$386K -2,980 -17%
GA
236
GFS Advisors
Texas
$1.8M
KPWS
237
Kestra Private Wealth Services
Texas
$1.79M -$114K -877 -6%
SPIA
238
Strategic Point Investment Advisors
Rhode Island
$1.76M +$15.5K +120 +0.9%
SXL
239
Summit X LLC
Missouri
$1.73M -$69.6K -537 -4%
AWE
240
Avidian Wealth Enterprises
Texas
$1.67M +$3.24K +25 +0.2%
SFC
241
SYM Financial Corp
Indiana
$1.65M +$390K +3,014 +31%
NA
242
Nottingham Advisors
New York
$1.64M -$156K -1,206 -9%
Baird Financial Group
243
Baird Financial Group
Wisconsin
$1.64M +$73.5K +567 +5%
TWP
244
Tempus Wealth Planning
California
$1.63M -$385K -2,971 -19%
MLA
245
My Legacy Advisors
Oregon
$1.63M -$46.9K -362 -3%
AR
246
Apeiron RIA
Texas
$1.62M -$22.9K -177 -1%
AWM
247
AE Wealth Management
Kansas
$1.61M +$70.7K +546 +5%
CFGS
248
Concourse Financial Group Securities
Alabama
$1.61M +$115K +885 +8%
Comerica Bank
249
Comerica Bank
Texas
$1.6M -$7.9K -61 -0.5%
GRP
250
Global Retirement Partners
California
$1.59M -$69.7K -538 -4%

ESGU Hedge Fund Activity: Q4 2024 in Review

787 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA ETF (ESGU) for Q4 2024, worth a combined $10.9B — up 5.3% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new ESGU positions and 50 closed out — a net gain of 60 holders — while 235 added to existing stakes and 325 trimmed.

The largest buyer was Northern Trust, adding an estimated $206M. The largest seller was BlackRock, cutting an estimated $147M.

  • 787 institutional investors held iShares ESG Aware MSCI USA ETF (ESGU) as of Q4 2024, up from 739 in Q3 2024.
  • Funds reported $10.9B of iShares ESG Aware MSCI USA ETF stock for Q4 2024, up 5.3% quarter-over-quarter.
  • 110 funds opened new iShares ESG Aware MSCI USA ETF positions in Q4 2024 and 50 closed out, a net change of +60 holders.
  • The largest iShares ESG Aware MSCI USA ETF buyer in Q4 2024 was Northern Trust, an estimated $206M added.
  • The largest iShares ESG Aware MSCI USA ETF seller in Q4 2024 was BlackRock, an estimated $147M sold.

Based on aggregated 13F filings for Q4 2024.