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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
CWM
626
Centurion Wealth Management
Virginia
$238K -$32.1K -248 -12%
TWM
627
Tradition Wealth Management
Minnesota
$237K +$259 +2 +0.1%
RIM
628
Redwood Investment Management
Arizona
$236K +$7.25K +56 +3%
KA
629
Klingman & Associates
New York
$235K
AFW
630
Avantra Family Wealth
Pennsylvania
$234K +$235K +1,815 New
CFO
631
Callan Family Office
Pennsylvania
$233K +$1.3K +10 +0.6%
AGP
632
Autumn Glory Partners
Texas
$231K
FYW
633
Future You Wealth
New York
$230K +$232K +1,789 New
CCA
634
Criterion Capital Advisors
Tennessee
$230K
AWA
635
ARQ Wealth Advisors
Arizona
$229K -$200K -1,544 -46%
CAG
636
Curtis Advisory Group
California
$227K
TCM
637
Traynor Capital Management
Pennsylvania
$226K +$227K +1,754 New
AA
638
ArborFi Advisors
Michigan
$225K +$226K +1,743 New
FDCP
639
Foster Dykema Cabot & Partners
Massachusetts
$224K -$98.3K -759 -30%
CFS
640
CRA Financial Services
New Jersey
$224K
SC
641
Stephens Consulting
Michigan
$223K
CFD
642
Creative Financial Designs
Indiana
$221K -$22.9K -177 -9%
NRG
643
Nemes Rush Group
Michigan
$220K +$221K +1,707 New
MAG
644
M3 Advisory Group
Massachusetts
$218K +$130 +1 +0.1%
DOA
645
D'Orazio & Associates
Virginia
$214K +$8.42K +65 +4%
SWA
646
Sax Wealth Advisors
New Jersey
$213K +$2.07K +16 +1%
Russell Investments Group
647
Russell Investments Group
United Kingdom
$210K -$33.2K -256 -14%
TIM
648
Tortoise Investment Management
New York
$209K
NW
649
NewEdge Wealth
Pennsylvania
$208K
SHFA
650
SC&H Financial Advisors
Maryland
$208K +$210K +1,618 New

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.