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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
Ameriprise
26
Ameriprise
Minnesota
$46.8M -$414K -3,198 -0.9%
AIA
27
Ally Invest Advisors
North Carolina
$42.3M +$348K +2,688 +0.8%
MML Investors Services
28
MML Investors Services
Massachusetts
$41.9M +$1.25M +9,668 +3%
HighTower Advisors
29
HighTower Advisors
Illinois
$41.8M +$1.92M +14,794 +5%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$41.1M -$2.31M -17,840 -5%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$40.3M -$283K -2,184 -0.7%
Two Sigma Investments
32
Two Sigma Investments
New York
$38.9M +$27.9M +215,500 +248%
AA
33
Alesco Advisors
New York
$37.7M -$344K -2,653 -0.9%
KeyBank National Association
34
KeyBank National Association
Ohio
$37.7M +$1.13M +8,729 +3%
PAS
35
Park Avenue Securities
New York
$36.8M +$2.14M +16,512 +6%
I
36
IMPACTfolio
Colorado
$35.4M -$326K -2,518 -0.9%
Creative Planning
37
Creative Planning
Kansas
$34.4M +$490K +3,786 +1%
Osaic Holdings
38
Osaic Holdings
Arizona
$33.4M -$2.77M -21,363 -8%
JSW
39
Journey Strategic Wealth
New Jersey
$31.8M +$2.74M +21,119 +9%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$28M -$3.96M -30,553 -12%
RCG
41
Rock Creek Group
District of Columbia
$27M +$26.4M +203,700 New
Raymond James Financial
42
Raymond James Financial
Florida
$26.2M +$26.3M +203,383 New
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$26M -$415K -3,203 -2%
DL
44
DOHJ LLC
Washington
$22.8M -$107K -827 -0.5%
BWA
45
Boulder Wealth Advisors
Colorado
$22.6M +$157K +1,211 +0.7%
BCM
46
Brookstone Capital Management
Illinois
$22.4M -$557K -4,303 -2%
MWM
47
Mission Wealth Management
California
$22.2M -$124K -959 -0.6%
ATPW
48
Ashton Thomas Private Wealth
Arizona
$22.1M +$22.3M +171,877 New
SHGA
49
Sand Hill Global Advisors
California
$21.7M +$1.17M +8,993 +6%
SHJ
50
Sharkey, Howes & Javer
Colorado
$21.7M -$750K -5,787 -3%

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.