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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
LFA
451
Level Financial Advisors
New York
$571K -$11.7K -90 -2%
SF
452
Synovus Financial
Georgia
$569K -$51.8K -400 -8%
SPWG
453
Syntegra Private Wealth Group
Missouri
$563K -$22.2K -171 -4%
SDJVC
454
St. Denis J. Villere & Co
Louisiana
$561K
RWP
455
RWA Wealth Partners
Massachusetts
$557K +$314K +2,422 +127%
AWMNH
456
Arcadia Wealth Management (New Hampshire)
New Hampshire
$556K +$162K +1,248 +41%
W
457
WealthCollab
Washington
$555K
EWA
458
Emergent Wealth Advisors
New York
$553K -$907 -7 -0.2%
AA
459
Ancora Advisors
Ohio
$551K -$86.3K -666 -13%
WFA
460
Wade Financial Advisory
California
$541K -$19K -147 -3%
CFIA
461
Cantor Fitzgerald Investment Advisors
New York
$538K -$7.13K -55 -1%
CIBC World Market
462
CIBC World Market
Ontario, Canada
$533K
ACS
463
Archford Capital Strategies
Illinois
$533K
SW
464
SVB Wealth
Massachusetts
$528K +$531K +4,097 New
RFP
465
Root Financial Partners
California
$522K -$13.6K -105 -3%
BAAM
466
Baker Avenue Asset Management
California
$518K +$1.68K +13 +0.3%
CB
467
Commerce Bank
Missouri
$517K
B
468
Bailard
California
$514K
VWA
469
Visionary Wealth Advisors
Illinois
$511K -$2.59K -20 -0.5%
JIC
470
Johnson Investment Counsel
Ohio
$509K +$3.63K +28 +0.7%
OPCM
471
Osborne Partners Capital Management
California
$500K -$24.6K -190 -5%
ACI
472
Alpha Cubed Investments
California
$492K +$907 +7 +0.2%
LF
473
Lantz Financial
Illinois
$487K +$4.53K +35 +0.9%
PFM
474
Peak Financial Management
Massachusetts
$482K
TW
475
Traveka Wealth
California
$480K +$483K +3,727 New

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.