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iShares ESG Aware MSCI USA ETF
ESGU

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: 19 → 24 (+5)

6% more funds holding

Funds holding: 739 → 787 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$206M
2
JP Morgan Chase
JP Morgan Chase
New York
+$121M
3
Morgan Stanley
Morgan Stanley
New York
+$36.9M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$34M
5
LPL Financial
LPL Financial
California
+$31M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$147M
2
Bank of America
Bank of America
North Carolina
-$59.3M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$29.6M
4
FAIM
Financial Advocates Investment Management
Washington
-$15.1M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$14.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
FA
651
Fermata Advisors
California
$208K – – –
GWMR
652
GC Wealth Management RIA
Massachusetts
$207K +$208K +1,609 New
MADFP
653
Michael A Dubis Financial Planning
Wisconsin
$207K +$208K +1,605 New
PAWA
654
Palo Alto Wealth Advisors
California
$207K +$648 +5 +0.3%
OPPS
655
Obsidian Personal Planning Solutions
Maryland
$207K -$6.87K -53 -3%
DFA
656
Davies Financial Advisors
California
$206K – – –
AWM
657
Aprio Wealth Management
Georgia
$206K +$648 +5 +0.3%
TCM
658
TD Capital Management
Tennessee
$205K +$777 +6 +0.4%
BONH
659
Bank of New Hampshire
New Hampshire
$205K -$9.07K -70 -4%
FFC
660
Frederick Financial Consultants
Maryland
$204K +$205K +1,581 New
SA
661
Scarborough Advisors
Maryland
$204K -$7.13K -55 -3%
LSIA
662
LaSalle St. Investment Advisors
Illinois
$203K +$204K +1,578 New
SIM
663
Stratos Investment Management
Ohio
$203K +$204K +1,573 New
NWM
664
Northwest Wealth Management
Iowa
$203K +$204K +1,572 New
CAL
665
Capital Analysts LLC
Pennsylvania
$202K +$35.6K +275 +21%
BWA
666
Bestgate Wealth Advisors
Maryland
$202K +$203K +1,567 New
PWMAG
667
Pinnacle Wealth Management Advisory Group
New Jersey
$202K +$203K +1,565 New
BFS
668
BridgePort Financial Solutions
Iowa
$201K +$204K +1,575 New
GWM
669
Geneos Wealth Management
Colorado
$190K +$20.2K +156 +12%
EW
670
Element Wealth
Mississippi
$169K – – –
LFG
671
Larson Financial Group
Missouri
$166K -$259 -2 -0.2%
GWSG
672
GPS Wealth Strategies Group
Colorado
$146K +$59.1K +456 +68%
BCWM
673
Bartlett & Co Wealth Management
Ohio
$142K -$42.6K -329 -23%
AWM
674
Accredited Wealth Management
Kentucky
$140K +$141K +1,090 New
LWA
675
Lowe Wealth Advisors
Maryland
$138K – – –
25 26
27
28 29

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.