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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
RCA
426
Resonant Capital Advisors
Wisconsin
$650K
DA
427
Detalus Advisors
Missouri
$649K +$777 +6 +0.1%
TWA
428
Talisman Wealth Advisors
New Jersey
$645K -$12.8K -99 -2%
XF
429
XML Financial
Maryland
$643K -$518 -4 -0.1%
CAM
430
Cresset Asset Management
Illinois
$639K +$130 +1 +0%
BFP
431
Brewster Financial Planning
New York
$638K -$45.3K -350 -7%
WAP
432
Wealthcare Advisory Partners
Pennsylvania
$637K -$17.7K -137 -3%
US Bancorp
433
US Bancorp
Minnesota
$635K -$75K -579 -11%
RP
434
Riverwater Partners
Wisconsin
$634K -$16.8K -130 -3%
KWM
435
Kingsview Wealth Management
Oregon
$629K -$27.1K -209 -4%
FCI
436
Financial Counselors Inc
Kansas
$622K -$3.89K -30 -0.6%
CAM
437
Concorde Asset Management
Michigan
$620K -$8.42K -65 -1%
MSFS
438
Main Street Financial Solutions
Pennsylvania
$618K +$1.94K +15 +0.3%
SFG
439
Sovereign Financial Group
Connecticut
$614K +$87.6K +676 +17%
KFSC
440
Keystone Financial Services (Colorado)
Colorado
$610K
HFS
441
Howard Financial Services
Texas
$608K +$1.04K +8 +0.2%
GM
442
GeoWealth Management
Illinois
$602K -$153K -1,182 -20%
CWM
443
Certus Wealth Management
California
$596K
GVAG
444
Great Valley Advisor Group
Delaware
$591K +$33.8K +261 +6%
S
445
SignatureFD
Georgia
$589K +$65.3K +504 +12%
CC
446
Copperleaf Capital
North Carolina
$589K -$91.7K -708 -13%
IWM
447
IHT Wealth Management
Illinois
$584K -$50.3K -388 -8%
QC
448
Quent Capital
New York
$582K -$69.3K -535 -11%
LWM
449
Liberty Wealth Management
California
$580K -$177K -1,366 -23%
USCWA
450
U.S. Capital Wealth Advisors
Texas
$573K -$5.57K -43 -1%

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.