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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
SIC
751
Salem Investment Counselors
North Carolina
$22.7K
EWA
752
Elevate Wealth Advisory
Georgia
$22.7K
SL
753
Salomon & Ludwin
Virginia
$20.7K
CCMI
754
Creative Capital Management Investments
California
$19.8K
DF
755
Dunhill Financial
United Kingdom
$19.5K
CBT
756
Crews Bank & Trust
Florida
$19.3K +$19.4K +150 New
WCM
757
WealthTrak Capital Management
Virginia
$19.2K +$19.3K +149 New
DRP
758
Decker Retirement Planning
Utah
$18.7K +$18.8K +145 New
ACA
759
Atlas Capital Advisors
Wyoming
$18.4K
BWM
760
Bernard Wealth Management
Michigan
$18K +$18.1K +140 New
Q1WB
761
Quest 10 Wealth Builders
Virginia
$17.6K +$17.7K +137 New
FDW
762
Fourth Dimension Wealth
Ohio
$17K +$17.1K +132 New
SSB
763
Sandy Spring Bank
Maryland
$16.1K
CB
764
Community Bank
New York
$16.1K
SRCM
765
Signature Resources Capital Management
California
$15.8K
RWM
766
Ruedi Wealth Management
Illinois
$15.2K +$2.85K +22 +23%
MWA
767
Medallion Wealth Advisors
Connecticut
$14.4K +$14.5K +112 New
IWP
768
IAG Wealth Partners
Wisconsin
$12.9K -$13.6K -105 -51%
GFPC
769
Global Financial Private Client
Florida
$12.8K -$259 -2 -2%
GWM
770
Grand Wealth Management
Michigan
$12.8K
FFC
771
First Financial Corp
Indiana
$10.7K
MFC
772
Morris Financial Concepts
South Carolina
$9.4K
FWP
773
FAS Wealth Partners
Kansas
$7.99K +$8.03K +62 New
LFA
774
LGT Financial Advisors
Texas
$7.86K -$45.7K -353 -85%
CSC
775
Caldwell Sutter Capital
California
$7.47K

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.