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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
BEI
401
Benjamin Edwards Inc
Missouri
$735K +$6.48K +50 +0.9%
IA
402
IFP Advisors
Florida
$731K +$36.1K +279 +5%
First Trust Advisors
403
First Trust Advisors
Illinois
$727K +$731K +5,640 New
CFG
404
Cornerstone Financial Group
Nebraska
$725K +$729K +5,627 New
VW
405
Veridan Wealth
Oregon
$723K +$713K +5,503 New
WWM
406
Western Wealth Management
Colorado
$721K +$7.38K +57 +1%
WC
407
Weil Company
California
$720K +$374K +2,890 +107%
PFGIA
408
Patriot Financial Group Insurance Agency
Massachusetts
$714K -$1.41M -10,880 -66%
KFP
409
Keener Financial Planning
Texas
$711K -$70.1K -541 -9%
FGC
410
Financial Gravity Companies
Texas
$708K -$120K -930 -14%
SL
411
Sentinus LLC
Illinois
$707K -$1.45M -11,203 -67%
SWM
412
Spire Wealth Management
Virginia
$706K -$79K -610 -10%
IF
413
Intrua Financial
Texas
$699K -$3.24K -25 -0.5%
SAW
414
Signal Advisors Wealth
Michigan
$692K -$6.87K -53 -1%
DE
415
Diversified Enterprises
Delaware
$690K -$245K -1,895 -26%
APWA
416
Atlas Private Wealth Advisors
New Jersey
$689K -$101K -780 -13%
TVM
417
True Vision MN
Minnesota
$687K +$51.6K +398 +8%
GDP
418
Great Diamond Partners
Maine
$686K -$1.17K -9 -0.2%
OCM
419
One Capital Management
California
$681K -$243K -1,879 -26%
MGP
420
Metis Global Partners
California
$677K -$101K -778 -13%
MCAI
421
Members Capital Advisors Inc
Wisconsin
$671K
FA
422
Fiduciary Alliance
South Carolina
$667K +$648 +5 +0.1%
PA
423
PFG Advisors
Arizona
$653K +$17.5K +135 +3%
Lido Advisors
424
Lido Advisors
California
$652K -$13K -100 -2%
TF
425
Theory Financial
Colorado
$651K +$157K +1,209 +31%

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.