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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
SFGP
701
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$80.5K +$81K +625 New
T
702
Transce3nd
Texas
$79.5K +$79.9K +617 New
FWA
703
Flagship Wealth Advisors
Massachusetts
$79.4K +$79.8K +616 New
CFFP
704
Center for Financial Planning
Michigan
$75.7K
Fifth Third Bancorp
705
Fifth Third Bancorp
Ohio
$75.6K -$9.85K -76 -11%
RA
706
Rise Advisors
New York
$71.5K +$259 +2 +0.4%
HIA
707
Harbor Investment Advisory
Maryland
$67.9K
BBHC
708
Brown Brothers Harriman & Co
New York
$65.7K
FWM
709
FLP Wealth Management
Arkansas
$65.3K +$65.7K +507 New
CSPIA
710
Cary Street Partners Investment Advisory
Virginia
$63.6K +$64K +494 New
SAM
711
Synergy Asset Management
Washington
$61.6K +$63.2K +488 New
GI
712
GAMMA Investing
California
$60.5K
PP
713
PrairieView Partners
Minnesota
$58K +$21.2K +164 +56%
CA
714
Continuum Advisory
Idaho
$55.4K -$6.35K -49 -10%
GT
715
Glenmede Trust
Pennsylvania
$54.4K
CPG
716
Cornerstone Planning Group
New Jersey
$53.9K
AIC
717
Archer Investment Corporation
Indiana
$53.2K +$130 +1 +0.2%
NP
718
NorthRock Partners
Minnesota
$51.3K +$25.7K +198 +99%
FA
719
Fedenia Advisers
Wisconsin
$50.5K +$50.8K +392 New
M
720
MOTCO
Texas
$49.9K +$50.1K +387 New
DFA
721
DHJJ Financial Advisors
Illinois
$47K
OLVIG
722
Oliver Lagore Vanvalin Investment Group
Michigan
$46.9K -$7.64K -59 -14%
CMBA
723
C.M. Bidwell & Associates
Hawaii
$44.1K +$44.3K +342 New
JFGIW
724
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$41K -$21.1K -163 -34%
IHWM
725
Iron Horse Wealth Management
Iowa
$40.3K

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.