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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
O3W
376
Omni 360 Wealth
New Jersey
$828K -$49.2K -380 -6%
EWA
377
EverSource Wealth Advisors
Alabama
$824K -$33.9K -262 -4%
PCA
378
Pallas Capital Advisors
Massachusetts
$823K
5W
379
5T Wealth
California
$821K +$826K +6,375 New
JC
380
JB Capital
Connecticut
$821K +$280K +2,158 +51%
WCFA
381
Walkner Condon Financial Advisors
Wisconsin
$821K +$12.4K +96 +2%
HPM
382
Hoxton Planning & Management
West Virginia
$810K -$10.6K -82 -1%
TWCA
383
Two West Capital Advisors
Kansas
$809K -$25.3K -195 -3%
BSB
384
Bangor Savings Bank
Maine
$804K -$56.7K -438 -7%
Citadel Advisors
385
Citadel Advisors
Florida
$799K +$803K +6,199 New
GSWM
386
Golden State Wealth Management
California
$796K +$800K +6,179 New
IFG
387
Independent Financial Group
California
$786K -$101K -782 -11%
SRB
388
Shotwell Rutter Baer
Michigan
$786K -$44.8K -346 -5%
HFO
389
Heritage Family Offices
Arizona
$785K -$30.2K -233 -4%
Vanguard Group
390
Vanguard Group
Pennsylvania
$781K +$134K +1,037 +21%
CSP
391
Cary Street Partners
Virginia
$779K +$783K +6,044 New
LOIP
392
Live Oak Investment Partners
Texas
$778K
DWP
393
Destiny Wealth Partners
Florida
$777K -$13K -100 -2%
AAM
394
Ameraudi Asset Management
New York
$776K
SPI
395
Sutton Place Investors
New York
$775K +$389 +3 +0%
QPWM
396
Quadrant Private Wealth Management
Pennsylvania
$774K -$2.59K -20 -0.3%
FRA
397
Front Row Advisors
California
$746K
FIA
398
Foundations Investment Advisors
Arizona
$745K +$136K +1,049 +22%
Susquehanna International Group
399
Susquehanna International Group
Pennsylvania
$742K -$2.27M -17,554 -75%
FF
400
Farrell Financial
New York
$741K +$1.81K +14 +0.2%

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.