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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
GWP
276
Gen-Wealth Partners
Michigan
$1.43M -$26.7K -206 -2%
APW
277
Austin Private Wealth
Texas
$1.43M -$7.25K -56 -0.5%
BF
278
Brooklyn FI
New York
$1.42M +$76.7K +592 +6%
FPAS
279
Focus Partners Advisor Solutions
Missouri
$1.4M +$304K +2,347 +27%
CWM
280
Cranbrook Wealth Management
Michigan
$1.4M +$158K +1,219 +13%
Kovitz Investment Group Partners
281
Kovitz Investment Group Partners
Illinois
$1.39M +$47.4K +366 +4%
VCP
282
Verus Capital Partners
Arizona
$1.39M +$16.8K +130 +1%
AA
283
Advisory Alpha
Michigan
$1.38M -$2.72K -21 -0.2%
ISFAN
284
Investor's Fiduciary Advisor Network
Washington
$1.38M +$1.38M +10,684 New
Bessemer Group
285
Bessemer Group
New Jersey
$1.35M +$24.9K +192 +2%
MFA
286
Morling Financial Advisors
California
$1.34M +$26.8K +207 +2%
AI
287
Atria Investments
North Carolina
$1.32M -$379K -2,928 -22%
WWP
288
WR Wealth Planners
Missouri
$1.29M -$1.57M -12,104 -55%
WAL
289
W Advisors LLC
Tennessee
$1.29M -$96.3K -743 -7%
PFA
290
Pure Financial Advisors
California
$1.29M +$61.8K +477 +5%
PSA
291
Plum Street Advisors
Louisiana
$1.28M -$61.4K -474 -5%
MOS
292
MGO One Seven
Ohio
$1.27M +$60.1K +464 +5%
Qube Research & Technologies (QRT)
293
Qube Research & Technologies (QRT)
United Kingdom
$1.27M +$546K +4,211 +75%
CWM
294
Congress Wealth Management
Massachusetts
$1.26M -$75.5K -583 -6%
MAMG
295
Milestone Asset Management Group
Connecticut
$1.26M +$1.27M +9,810 New
JWCA
296
J.W. Cole Advisors
Florida
$1.25M -$87.7K -677 -7%
WIA
297
World Investment Advisors
California
$1.24M +$207K +1,595 +20%
NB
298
NBT Bank
New York
$1.23M -$77.2K -596 -6%
WA
299
WBH Advisory
Maryland
$1.23M -$4.28K -33 -0.3%
CA
300
CWC Advisors
Oregon
$1.22M -$39.1K -302 -3%

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.