We are live on ! Find out more
ESGU icon

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
JIC
51
Joel Isaacson & Co
New York
$21.3M +$467K +3,604 +2%
CL
52
Choreo LLC
Illinois
$20.8M -$619K -4,776 -3%
CGL
53
Clarius Group LLC
Washington
$20.7M +$19.5M +150,607 +1,459%
NA
54
NewEdge Advisors
Louisiana
$19.7M +$4.98M +38,476 +34%
ACA
55
Affinity Capital Advisors
California
$19.6M -$22.5K -174 -0.1%
AllianceBernstein
56
AllianceBernstein
Tennessee
$18.7M +$3.32M +25,656 +21%
MD
57
Money Design
Japan
$18.2M -$471K -3,636 -3%
IWC
58
Integrated Wealth Concepts
Massachusetts
$17M -$3.1M -23,916 -15%
EFG
59
Erickson Financial Group
Pennsylvania
$16.7M +$35.8K +276 +0.2%
Corient Private Wealth
60
Corient Private Wealth
Florida
$16.1M +$2.52M +19,465 +18%
AG
61
AlTi Global
New York
$15.6M -$135K -1,043 -0.9%
OWA
62
One Wealth Advisors
California
$15.1M -$76.8K -593 -0.5%
AC
63
Apella Capital
Connecticut
$14.8M -$434K -3,350 -3%
FLPIM
64
F.L. Putnam Investment Management
Massachusetts
$14.3M +$739K +5,706 +5%
Schroder Investment Management Group
65
Schroder Investment Management Group
United Kingdom
$14M -$351K -2,712 -2%
OIA
66
OneDigital Investment Advisors
Kansas
$13.6M -$2.45M -18,898 -15%
SCA
67
STALEY CAPITAL ADVISERS
Pennsylvania
$12.9M
BEC
68
Blue Edge Capital
Virginia
$12.8M +$187K +1,445 +1%
SEI Investments
69
SEI Investments
Pennsylvania
$12.6M -$882K -6,807 -6%
C1AG
70
Client 1st Advisory Group
Florida
$12.6M -$463K -3,574 -4%
RF
71
Rossby Financial
Florida
$12.5M +$12.6M +96,903 New
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$12.2M -$11.8M -91,189 -49%
Mariner
73
Mariner
Kansas
$12.2M -$952K -7,347 -7%
Fisher Asset Management
74
Fisher Asset Management
Washington
$11.8M -$476K -3,674 -4%
PMA
75
Prudent Man Advisors
Illinois
$11.8M -$1.13M -8,715 -9%

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.