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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
BPA
351
Beacon Pointe Advisors
California
$924K -$19.3K -149 -2%
TWM
352
TSA Wealth Management
Texas
$917K -$5.96K -46 -0.6%
CPP
353
Capasso Planning Partners
South Carolina
$909K -$18.3K -141 -2%
CIA
354
Concurrent Investment Advisors
Florida
$909K -$100K -773 -10%
FHA
355
Flagship Harbor Advisors
Massachusetts
$908K +$46.9K +362 +5%
SG
356
StoneX Group
New York
$903K -$373K -2,882 -29%
MWM
357
Modern Wealth Management
Kansas
$899K -$218K -1,680 -19%
BIA
358
Bell Investment Advisors
California
$894K +$42K +324 +5%
Barclays
359
Barclays
United Kingdom
$889K -$648K -5,000 -42%
MWA
360
Merkkuri Wealth Advisors
New York
$888K -$389K -3,002 -30%
MA
361
MKT Advisors
California
$886K
CTC
362
Central Trust Company
Missouri
$876K -$26.8K -207 -3%
Amundi
363
Amundi
France
$874K
CFG
364
Cooper Financial Group
California
$874K +$907 +7 +0.1%
CC
365
Chicago Capital
Illinois
$863K
MCM
366
MAI Capital Management
Ohio
$856K -$74K -571 -8%
FPGK
367
Financial Partners Group (Kansas)
Kansas
$853K -$82.8K -639 -9%
MWM
368
Meridian Wealth Management
Kentucky
$850K -$17.1K -132 -2%
JF
369
JSF Financial
California
$849K -$37.8K -292 -4%
TPCW
370
TD Private Client Wealth
New York
$849K -$43.5K -336 -5%
PPW
371
Presilium Private Wealth
Pennsylvania
$845K +$52K +401 +7%
MYIA
372
Mount Yale Investment Advisors
Colorado
$840K +$31.9K +246 +4%
SMWM
373
Silvia McColl Wealth Management
California
$834K +$1.94K +15 +0.2%
AWP
374
Axis Wealth Partners
Rhode Island
$833K +$838K +6,467 New
PS
375
Principal Securities
Iowa
$833K +$5.31K +41 +0.6%

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.