We are live on ! Find out more
ESGU icon

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
RCAG
301
Rehmann Capital Advisory Group
Michigan
$1.22M +$53.6K +414 +5%
MHR
302
Matthew Hamilton Rosenberg
$1.21M -$43.7K -337 -3%
CCM
303
Coldstream Capital Management
Washington
$1.21M -$59.9K -462 -5%
CWG
304
Crown Wealth Group
North Carolina
$1.2M -$66.7K -515 -5%
DADC
305
D.A. Davidson & Co
Montana
$1.2M
CIA
306
Compass Ion Advisors
Pennsylvania
$1.19M
BBA
307
BLB&B Advisors
Pennsylvania
$1.19M -$23.1K -178 -2%
BFM
308
Boston Financial Management
Massachusetts
$1.18M
SI
309
Stephens Inc
Arkansas
$1.18M -$2.72K -21 -0.2%
EWA
310
EP Wealth Advisors
California
$1.16M +$50.4K +389 +5%
FAIM
311
Financial Advocates Investment Management
Washington
$1.15M -$15.1M -116,364 -93%
EFG
312
Elios Financial Group
Ohio
$1.14M -$20.6K -159 -2%
TFO
313
Tarbox Family Office
California
$1.14M +$1.17K +9 +0.1%
SAG
314
SageView Advisory Group
California
$1.13M +$777 +6 +0.1%
M&T Bank
315
M&T Bank
New York
$1.12M -$209K -1,610 -16%
NL
316
NEPC LLC
Massachusetts
$1.12M +$1.12M +8,664 New
MWS
317
Maxwell Wealth Strategies
California
$1.11M
MFG
318
Magnus Financial Group
New York
$1.11M -$201K -1,549 -15%
EB
319
Eastern Bank
Massachusetts
$1.1M -$27.5K -212 -2%
BAM
320
Belpointe Asset Management
Nevada
$1.08M +$30.1K +232 +3%
RCS
321
Retirement Capital Strategies
California
$1.08M -$18.1K -140 -2%
MSA
322
Marino Stram & Associates
Massachusetts
$1.07M +$1.94K +15 +0.2%
SWA
323
Stratos Wealth Advisors
Ohio
$1.07M +$6.48K +50 +0.6%
FWP
324
Firethorn Wealth Partners
Georgia
$1.07M -$15.7K -121 -1%
CA
325
CoreCap Advisors
Michigan
$1.07M -$1.51M -11,659 -58%

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.