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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
LWCFA
676
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$134K -$54.4K -420 -29%
IRAG
677
Investment Research & Advisory Group
Georgia
$130K +$389 +3 +0.3%
TLA
678
Tanglewood Legacy Advisors
Texas
$129K
OC
679
Oarsman Capital
Wisconsin
$128K +$53.9K +416 +72%
ADL
680
Asset Dedication LLC
California
$128K -$42.4K -327 -25%
IRC
681
Investors Research Corp
Georgia
$127K +$22.9K +177 +22%
AWM
682
Avior Wealth Management
Nebraska
$125K +$19.2K +148 +18%
FP
683
Financial Perspectives
Minnesota
$123K +$130 +1 +0.1%
KIM
684
Kestra Investment Management
Texas
$121K +$122K +940 New
MPWT
685
MassMutual Private Wealth & Trust
Connecticut
$120K +$121K +934 New
HNB
686
Huntington National Bank
Ohio
$120K
EPW
687
Endeavor Private Wealth
Kansas
$120K +$120K +930 New
FMII
688
Farmers & Merchants Investments Inc
Nebraska
$118K
AWM
689
Abound Wealth Management
Tennessee
$117K +$648 +5 +0.6%
BL
690
Balentine LLC
Georgia
$112K
BFPW
691
BOK Financial Private Wealth
Colorado
$109K
SW
692
SoFi Wealth
California
$107K +$108K +832 New
AT
693
Arlington Trust
Alabama
$106K
JWA
694
JFS Wealth Advisors
Pennsylvania
$99.8K +$7.77K +60 +8%
NC
695
NewSquare Capital
Pennsylvania
$93.7K -$5.31K -41 -5%
WCM
696
Winthrop Capital Management
Indiana
$93K -$1.43K -11 -2%
NRC
697
New Republic Capital
North Carolina
$92.6K
SS
698
Sunbelt Securities
Texas
$88.6K -$1.17K -9 -1%
GEA
699
Glen Eagle Advisors
New Jersey
$87.4K -$7.25K -56 -8%
HWP
700
Highline Wealth Partners
California
$83K

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.