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
SPAS
576
Spectrum Planning & Advisory Services
California
$312K +$58.9K +455 +23%
LFA
577
Legacy Financial Advisors
Kentucky
$310K -$4.41K -34 -1%
BWM
578
BKM Wealth Management
Wisconsin
$308K
FCA
579
Fortis Capital Advisors
Kansas
$305K +$24.6K +190 +8%
AWS
580
Aspen Wealth Strategies
Colorado
$302K
SFC
581
Strategic Financial Concepts
Texas
$302K +$303K +2,342 New
CF
582
Centaurus Financial
California
$301K -$1.17K -9 -0.4%
CAG
583
Csenge Advisory Group
Florida
$301K -$6.35K -49 -2%
BW
584
Blalock Williams
Alabama
$300K +$302K +2,328 New
Bank of Montreal
585
Bank of Montreal
Ontario, Canada
$299K +$26.3K +203 +10%
WPP
586
Whalerock Point Partners
Rhode Island
$297K
SEIA
587
Signature Estate & Investment Advisors
California
$297K +$907 +7 +0.3%
NFC
588
Northstar Financial Companies
Pennsylvania
$293K +$295K +2,278 New
WT
589
Whittier Trust
California
$292K
RW
590
Rede Wealth
Virginia
$291K -$9.72K -75 -3%
VWM
591
Venturi Wealth Management
Texas
$290K -$12.3K -95 -4%
TFM
592
Trademark Financial Management
Minnesota
$290K
DW30
593
Drucker Wealth 3.0
New Jersey
$288K +$19.8K +153 +7%
WA
594
Waverly Advisors
Alabama
$288K +$56K +432 +24%
SFG
595
Sage Financial Group
Pennsylvania
$287K
BA
596
Bellwether Advisors
Nebraska
$286K
QWM
597
Quadcap Wealth Management
Texas
$285K -$182K -1,408 -39%
HWM
598
Horizons Wealth Management
North Carolina
$280K -$18.3K -141 -6%
MWP
599
Moller Wealth Partners
$280K -$7.9K -61 -3%
SIS
600
Sound Income Strategies
Florida
$280K +$4.92K +38 +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.