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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
PCH
501
PGIM Custom Harvest
New Jersey
$433K +$27.2K +210 +7%
LLWM
502
Life Line Wealth Management
California
$432K +$518 +4 +0.1%
SVWAG
503
Sound View Wealth Advisors Group
Georgia
$430K +$77.7K +600 +22%
TF
504
Trek Financial
Arizona
$428K +$389 +3 +0.1%
CIBC Private Wealth Group
505
CIBC Private Wealth Group
Georgia
$426K
SAS
506
Sage Advisory Services
Texas
$424K -$20.9K -161 -5%
WIM
507
WealthPlan Investment Management
Nebraska
$424K +$17.6K +136 +4%
MCM
508
MontVue Capital Management
Virginia
$422K -$58.6K -452 -12%
SYBT
509
Stock Yards Bank & Trust
Kentucky
$421K
PFA
510
Pettinga Financial Advisors
Indiana
$420K -$9.33K -72 -2%
BJL
511
Brighton Jones LLC
Washington
$419K +$422K +3,256 New
AAP
512
Arax Advisory Partners
Colorado
$417K +$420K +3,239 New
IAIM
513
International Assets Investment Management
Florida
$416K +$419K +3,237 New
DWM
514
Destination Wealth Management
California
$414K -$8.03K -62 -2%
OPWM
515
Oxinas Partners Wealth Management
Indiana
$414K -$17.7K -137 -4%
PFS
516
Prospera Financial Services
Texas
$413K -$16.6K -128 -4%
AFG
517
ABLE Financial Group
Arizona
$413K
MA
518
MONECO Advisors
Connecticut
$413K +$114K +881 +38%
BWA
519
BCU Wealth Advisors
Illinois
$412K +$5.44K +42 +1%
FFA
520
Founders Financial Alliance
North Carolina
$411K
NAS
521
NWF Advisory Services
California
$411K +$57.3K +442 +16%
MMHP
522
Murphy Middleton Hinkle & Parker
Georgia
$410K
ST
523
Smithfield Trust
Pennsylvania
$406K -$4.02K -31 -1%
M
524
MATAURO
New York
$406K +$408K +3,151 New
ECM
525
Evergreen Capital Management
Washington
$406K -$8.81K -68 -2%

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.