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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
SVWG
251
Shared Vision Wealth Group
United States
$1.58M -$155K -1,197 -9%
HSWS
252
Higgins & Schmidt Wealth Strategies
Colorado
$1.58M +$1.59M +12,237 New
VA
253
Valmark Advisers
Ohio
$1.57M +$30.7K +237 +2%
SA
254
Sovran Advisors
California
$1.57M +$1.58M +12,208 New
GAM
255
Gould Asset Management
California
$1.56M -$169K -1,302 -10%
CWA
256
Clearview Wealth Advisors
Oregon
$1.56M +$10.6K +82 +0.7%
JFG
257
JMG Financial Group
Illinois
$1.55M +$47.2K +364 +3%
RFA
258
RTD Financial Advisors
Pennsylvania
$1.55M -$59.1K -456 -4%
MNA
259
Manning & Napier Advisors
New York
$1.53M -$107K -825 -6%
CPIG
260
Chicago Partners Investment Group
Illinois
$1.53M +$14K +108 +0.9%
WWG
261
West Wealth Group
California
$1.53M -$346K -2,671 -18%
William Blair & Company
262
William Blair & Company
Illinois
$1.53M -$32.3K -249 -2%
AIM
263
Acropolis Investment Management
Missouri
$1.52M +$62.4K +482 +4%
SFS
264
Sowell Financial Services
Arkansas
$1.51M -$1.65M -12,773 -52%
DC
265
Davenport & Co
Virginia
$1.5M +$211K +1,630 +16%
WP
266
WealthShield Partners
North Carolina
$1.5M -$107K -828 -7%
SFPM
267
Sensible Financial Planning & Management
Massachusetts
$1.5M +$369K +2,845 +32%
SP
268
Symmetry Partners
Connecticut
$1.5M +$321K +2,476 +27%
SFA
269
Sequoia Financial Advisors
Ohio
$1.49M -$83.4K -644 -5%
Acadian Asset Management
270
Acadian Asset Management
Massachusetts
$1.48M -$5.05M -38,990 -77%
KV
271
Kickstand Ventures
New York
$1.47M -$120K -924 -7%
AG
272
Ascent Group
Virginia
$1.45M -$212K -1,639 -13%
SFG
273
SNS Financial Group
Minnesota
$1.45M +$76.8K +593 +6%
COCM
274
Charter Oak Capital Management
New Hampshire
$1.45M -$3.11K -24 -0.2%
TSS
275
Two Sigma Securities
New York
$1.44M +$97.7K +754 +7%

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.