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iShares ESG Aware MSCI USA ETF
ESGU

738 hedge funds and large institutions have $10.4B invested in iShares ESG Aware MSCI USA ETF in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 184 increasing their positions, 386 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 65

2% less funds holding

Funds holding: 752 → 738 (-14)

7.77% less ownership

Funds ownership: 89.54% → 81.77% (-7.8%)

12% less capital invested

Capital invested by funds: $11.9B → $10.4B (-$1.48B)

35% less funds holding in top 10

Funds holding in top 10: 48 → 31 (-17)

52% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 386

Holders
738
Holders Change
-14
Holders Change %
-1.86%
% of All Funds
10.63%
Holding in Top 10
31
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-35.42%
% of All Funds
0.45%
New
66
Increased
184
Reduced
386
Closed
65
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$57.1M
2
SG Americas Securities
SG Americas Securities
New York
+$45.6M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$39.2M
4
JP Morgan Chase
JP Morgan Chase
New York
+$38.9M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$26.6M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$883M
2
Morgan Stanley
Morgan Stanley
New York
-$398M
3
LPL Financial
LPL Financial
California
-$149M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$124M
5
FGAM
Financial Gravity Asset Management
Texas
-$111M
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
601
MONECO Advisors
Connecticut
$255K +$2.85K +26 +1%
CBFP
602
Cedar Brook Financial Partners
Ohio
$252K +$30K +274 +14%
BA
603
Bellwether Advisors
Nebraska
$249K +$238K +2,169 New
IWS
604
Integrity Wealth Solutions
Colorado
$248K -$6.46K -59 -3%
CCA
605
Criterion Capital Advisors
Tennessee
$247K -$41.3K -377 -15%
HCM
606
Hudson Capital Management
New Jersey
$244K – – –
AWM
607
Aprio Wealth Management
Georgia
$244K -$114K -1,038 -33%
VBFP
608
Valtinson Bruner Financial Planning
Minnesota
$242K -$111K -1,017 -33%
LFG
609
Leverty Financial Group
Wisconsin
$233K +$223K +2,031 New
Brown Advisory
610
Brown Advisory
Maryland
$233K – – –
APC
611
Aspire Private Capital
North Carolina
$232K -$114K -1,045 -34%
NSAM
612
North Star Asset Management
Wisconsin
$232K -$4.38K -40 -2%
TWM
613
Tradition Wealth Management
Minnesota
$232K +$221K +2,020 New
AWA
614
Amplius Wealth Advisors
Pennsylvania
$231K +$4.6K +42 +2%
PA
615
Pinnacle Associates
New York
$228K – – –
RFA
616
Resurgent Financial Advisors
Georgia
$228K -$64.8K -591 -23%
PFA
617
Pathway Financial Advisors
Vermont
$225K – – –
AAS
618
Annex Advisory Services
Wisconsin
$224K +$767 +7 +0.4%
TPWA
619
Twin Peaks Wealth Advisors
California
$224K -$591K -5,390 -73%
VPP
620
Vertex Planning Partners
Illinois
$224K +$213K +1,945 New
HCP
621
Holt Capital Partners
Texas
$222K – – –
ODIJL
622
One Day In July LLC
Vermont
$221K – – –
RWP
623
RWA Wealth Partners
Massachusetts
$219K +$209K +1,903 New
WA
624
Waverly Advisors
Alabama
$218K +$208K +1,898 New
NS
625
NBC Securities
Alabama
$218K – – –
23 24
25
26 27

ESGU Hedge Fund Activity: Q1 2024 in Review

738 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA ETF (ESGU) for Q1 2024, worth a combined $10.4B — down 12% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new ESGU positions and 65 closed out — a net gain of 1 holder — while 184 added to existing stakes and 386 trimmed.

The largest buyer was Northern Trust, adding an estimated $57.1M. The largest seller was Envestnet Asset Management, cutting an estimated $883M.

  • 738 institutional investors held iShares ESG Aware MSCI USA ETF (ESGU) as of Q1 2024, down from 752 in Q4 2023.
  • Funds reported $10.4B of iShares ESG Aware MSCI USA ETF stock for Q1 2024, down 12% quarter-over-quarter.
  • 66 funds opened new iShares ESG Aware MSCI USA ETF positions in Q1 2024 and 65 closed out, a net change of +1 holder.
  • The largest iShares ESG Aware MSCI USA ETF buyer in Q1 2024 was Northern Trust, an estimated $57.1M added.
  • The largest iShares ESG Aware MSCI USA ETF seller in Q1 2024 was Envestnet Asset Management, an estimated $883M sold.

Based on aggregated 13F filings for Q1 2024.