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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
Financial Engines Advisors
526
Financial Engines Advisors
California
$405K +$88.2K +681 +28%
MCC
527
Maiden Cove Capital
Maine
$401K -$76.6K -591 -16%
LGWM
528
Litman Gregory Wealth Management
California
$399K +$9.07K +70 +2%
DSN
529
D. Scott Neal
Kentucky
$398K -$10.1K -78 -2%
QCM
530
QRG Capital Management
Illinois
$395K +$129K +999 +48%
CAAS
531
Capital Asset Advisory Services
Michigan
$394K -$46K -355 -10%
MFP
532
Meridian Financial Partners
Virginia
$388K +$391K +3,015 New
CFS
533
CGC Financial Services
Oregon
$385K +$374K +2,887 +2,887%
CAS
534
Coppell Advisory Solutions
Texas
$384K +$76.8K +593 +25%
AO
535
Advisor OS
Illinois
$383K +$48.6K +375 +14%
PP
536
PDS Planning
Ohio
$383K -$389 -3 -0.1%
WA
537
Wealthstream Advisors
New York
$378K +$1.17K +9 +0.3%
CIA
538
Compass Investment Advisers
Oregon
$378K +$380K +2,936 New
MWM
539
MBE Wealth Management
Wisconsin
$374K +$56.1K +433 +18%
FF
540
Finley Financial
Nevada
$373K +$371K +2,860 New
WB
541
WesBanco Bank
West Virginia
$371K -$330K -2,548 -47%
MIA
542
Milestone Investment Advisors
Wisconsin
$371K +$259 +2 +0.1%
BWMG
543
Barnes Wealth Management Group
California
$371K +$373K +2,877 New
ATC
544
Argent Trust Co
Tennessee
$370K -$13.3K -103 -3%
GFWA
545
Grey Fox Wealth Advisors
Delaware
$360K +$33.7K +260 +10%
FPCP
546
Fort Point Capital Partners
California
$352K
VCM
547
Vivaldi Capital Management
Illinois
$349K
NL
548
NWAM LLC
Washington
$347K -$5.96K -46 -2%
OP
549
ORG Partners
Indiana
$346K -$1.55K -12 -0.4%
TW
550
TritonPoint Wealth
Maryland
$345K

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.