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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
AWA
326
Aaron Wealth Advisors
Illinois
$1.07M -$143K -1,101 -12%
OSAM
327
O'Shaughnessy Asset Management
Connecticut
$1.06M +$571K +4,407 +115%
BBP
328
Banco BTG Pactual
Brazil
$1.05M +$492K +3,800 +86%
MHB
329
Midwest Heritage Bank
Iowa
$1.05M -$67.9K -524 -6%
GKWIM
330
Gerber Kawasaki Wealth & Investment Management
California
$1.03M -$36K -278 -3%
VA
331
Vident Advisory
Georgia
$1.03M -$40.2K -310 -4%
OGF
332
Orin Green Financial
California
$1.03M -$1.03M -7,978 Closed
WFS
333
WealthGarden F.S.
California
$1.02M +$29.9K +231 +3%
MBFW
334
Morton Brown Family Wealth
Pennsylvania
$1.02M -$77.5K -598 -7%
RFP
335
RCS Financial Planning
Maryland
$1.02M -$74.4K -574 -7%
PTC
336
Private Trust Company
Ohio
$1.01M -$68.7K -530 -6%
KL
337
KilterHowling LLC
Colorado
$1.01M -$270K -2,086 -22%
ST
338
Sentinel Trust
Texas
$1M -$163K -1,260 -14%
RWS
339
Retirement Wealth Solutions
Wisconsin
$994K +$1.01M +7,783 New
AF
340
Apexium Financial
Texas
$994K
SAM
341
Strategy Asset Managers
California
$972K -$53.4K -412 -5%
CI Investments Inc
342
CI Investments Inc
Ontario, Canada
$966K -$51.8K -400 -5%
TIA
343
Traphagen Investment Advisors
New Jersey
$958K -$1.94K -15 -0.2%
EFL
344
ERn Financial LLC
Wisconsin
$950K +$45.1K +348 +5%
IA
345
IFG Advisory
Georgia
$947K +$952K +7,351 New
HFS
346
Hughes Financial Services
Virginia
$946K +$951K +7,341 New
ACA
347
American Capital Advisory
Idaho
$942K -$15.2K -117 -2%
KP
348
Keel Point
Alabama
$935K +$19.7K +152 +2%
BIA
349
Bigelow Investment Advisors
Maine
$929K -$55.2K -426 -6%
MFA
350
McClarren Financial Advisors
Pennsylvania
$925K +$425K +3,279 +84%

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.