We are live on ! Find out more
ESGU icon

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
RWM
476
RKL Wealth Management
Pennsylvania
$478K +$1.43K +11 +0.3%
T
477
Tableaux
Massachusetts
$478K +$480K +3,708 New
MWM
478
Maripau Wealth Management
Indiana
$474K +$477K +3,682 New
MG
479
Mather Group
Illinois
$473K +$777 +6 +0.2%
MWM
480
Merriman Wealth Management
Washington
$473K +$476K +3,671 New
TB
481
Treynor Bancshares
Iowa
$472K +$1.43K +11 +0.3%
AF
482
Advisornet Financial
Minnesota
$464K -$2.36M -18,246 -84%
GC
483
Grimes & Company
Massachusetts
$463K -$518 -4 -0.1%
CG
484
Caprock Group
Idaho
$463K +$4.28K +33 +0.9%
LIA
485
LifePlan Investment Advisors
North Carolina
$459K +$82.1K +634 +22%
TWM
486
Tanager Wealth Management
United Kingdom
$456K -$97.8K -755 -18%
CWM
487
Cornerstone Wealth Management
Missouri
$455K -$80.6K -622 -15%
PAI
488
Pittenger & Anderson Inc
Nebraska
$453K -$7.77K -60 -2%
AAS
489
Ameritas Advisory Services
Nebraska
$453K -$137K -1,061 -23%
CAAM
490
Cornerstone Advisors Asset Management
Pennsylvania
$453K +$1.43K +11 +0.3%
UFA
491
US Financial Advisors
Massachusetts
$452K -$27.2K -210 -6%
CFG
492
Citizens Financial Group
Rhode Island
$450K +$36.5K +282 +9%
GLLW
493
Graves Light Lenhart Wealth
Virginia
$450K
JFG
494
Jefferies Financial Group
New York
$447K -$17.2K -133 -4%
SAM
495
Sherman Asset Management
California
$446K +$449K +3,466 New
WSFS
496
Wilmington Savings Fund Society
Delaware
$443K -$5.05K -39 -1%
SPC
497
Sigma Planning Corp
Michigan
$443K +$5.31K +41 +1%
WHCI
498
W.H. Cornerstone Investments
Massachusetts
$438K +$1.04K +8 +0.2%
SAI
499
Savvy Advisors Inc
New York
$435K -$443K -3,422 -50%
FNB
500
Farmers National Bank
Kentucky
$434K +$436K +3,366 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.