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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
CA
551
Clearstead Advisors
Ohio
$344K +$1.68K +13 +0.5%
GWANC
552
Guardian Wealth Advisors (North Carolina)
North Carolina
$343K +$345K +2,665 New
VWWMG
553
Vermillion & White Wealth Management Group
Pennsylvania
$343K -$5.05K -39 -1%
VBFP
554
Valtinson Bruner Financial Planning
Minnesota
$340K +$70.1K +541 +26%
HKIMG
555
Hutchens & Kramer Investment Management Group
Indiana
$336K +$14.4K +111 +4%
EFS
556
Essex Financial Services
Connecticut
$336K +$28.6K +221 +9%
WFAG
557
Worth Financial Advisory Group
North Carolina
$335K
AWM
558
Alterna Wealth Management
Texas
$332K
LFG
559
Leverty Financial Group
Wisconsin
$329K +$5.83K +45 +2%
PIMG
560
Patriot Investment Management Group
Tennessee
$328K -$9.72K -75 -3%
FMN
561
Financial Management Network
California
$327K +$1.04K +8 +0.3%
SPIO
562
Seven Post Investment Office
California
$326K
BFG
563
Buttonwood Financial Group
Missouri
$326K -$27.7K -214 -8%
SPP
564
Single Point Partners
Massachusetts
$325K +$11K +85 +3%
VT
565
Vise Technologies
New York
$324K +$5.83K +45 +2%
FFM
566
Forum Financial Management
Illinois
$324K +$325K +2,512 New
APP
567
Avantax Planning Partners
Iowa
$322K +$130 +1 +0%
OPWM
568
Oregon Pacific Wealth Management
Oregon
$320K +$322K +2,485 New
OC
569
Oppenheimer & Co
New York
$319K +$2.33K +18 +0.7%
WPW
570
Waldron Private Wealth
Pennsylvania
$317K -$4.66K -36 -1%
SWM
571
SeaCrest Wealth Management
New York
$317K +$319K +2,459 New
EL
572
EQ LLC
Washington
$317K -$17.9K -138 -5%
PNC Financial Services Group
573
PNC Financial Services Group
Pennsylvania
$316K +$12.4K +96 +4%
PCS
574
Private Client Services
Kentucky
$316K -$3.76K -29 -1%
BTWM
575
Baker Tilly Wealth Management
Wisconsin
$316K -$221K -1,706 -41%

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.