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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
FFWM
726
Future Financial Wealth Management
Ohio
$38.8K
FFO
727
Fortitude Family Office
Arizona
$38K
RIL
728
Rothschild Investment LLC
Illinois
$37.4K
CT
729
Clearstead Trust
Maine
$35.8K
TAM
730
Tucker Asset Management
Colorado
$35.2K -$7.9K -61 -18%
MCM
731
Mainstream Capital Management
California
$34.5K +$34.7K +268 New
CFS
732
Compass Financial Services
Iowa
$34.1K +$34.3K +265 New
CA
733
Centerpoint Advisors
Massachusetts
$34K +$10.2K +79 +42%
PFBT
734
Parkside Financial Bank & Trust
Missouri
$33.4K
CFO
735
CVA Family Office
Colorado
$33.1K
CJ
736
Caitlin John
Michigan
$31.8K
PMFA
737
Plante Moran Financial Advisors
Michigan
$31.2K +$14K +108 +81%
SWM
738
Sugarloaf Wealth Management
Georgia
$29.5K -$104K -803 -78%
BF
739
BOK Financial
Oklahoma
$29.2K
CWP
740
Concord Wealth Partners
Virginia
$28.6K
RP
741
Rice Partnership
Hawaii
$27.4K -$1.17K -9 -4%
BLC
742
Brown, Lisle/Cummings
Rhode Island
$26.9K
CIA
743
Cape Investment Advisory
Georgia
$26.8K
TC
744
Trust Company
Kansas
$25.1K
CWC
745
Carolinas Wealth Consulting
North Carolina
$24.6K
HC
746
Hurley Capital
New York
$24.5K +$24.4K +188 New
RMP
747
Richards, Merrill & Peterson
Washington
$24.5K +$24.6K +190 New
KFI
748
Key Financial Inc
Pennsylvania
$24.1K
CAWM
749
Capital A Wealth Management
Pennsylvania
$24.1K +$24.2K +187 New
AG
750
AmeriFlex Group
Nevada
$23.6K +$23.2K +179 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.