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iShares ESG Aware MSCI USA ETF
ESGU

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: 19 → 24 (+5)

6% more funds holding

Funds holding: 739 → 787 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$206M
2
JP Morgan Chase
JP Morgan Chase
New York
+$121M
3
Morgan Stanley
Morgan Stanley
New York
+$36.9M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$34M
5
LPL Financial
LPL Financial
California
+$31M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$147M
2
Bank of America
Bank of America
North Carolina
-$59.3M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$29.6M
4
FAIM
Financial Advocates Investment Management
Washington
-$15.1M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$14.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
776
PSI Advisors
Florida
$6.82K – – –
HDIM
777
Hanson & Doremus Investment Management
Vermont
$6K +$6.35K +49 New
GWS
778
Glassman Wealth Services
Virginia
$4.5K +$4.53K +35 New
DJSG
779
D.J. St. Germain
Massachusetts
$3.74K – – –
GIA
780
GHP Investment Advisors
Colorado
$2.58K – – –
RF
781
Robbins Farley
New Hampshire
$2.06K – – –
HBW
782
Hazlett, Burt & Watson
West Virginia
$2K – – –
CMP
783
Coston McIsaac & Partners
Maine
$2K +$2.85K +22 New
ITIM
784
Indiana Trust & Investment Management
Indiana
$1.42K – – –
SS
785
SBI Securities
Japan
$1.16K +$1.17K +9 New
TFGT
786
TS Financial Group (TSFG)
Illinois
$1K +$777 +6 New
CTB
787
Country Trust Bank
Illinois
$902 – – –
FLP
788
Financial Life Planners
Arizona
$778 +$777 +6 New
NS
789
NBC Securities
Alabama
$180 -$237K -1,830 -100%
SFA
790
Semmax Financial Advisors
North Carolina
$32 – – –
Prudential Financial
791
Prudential Financial
New Jersey
– -$5.11M -40,464 Closed
Tudor Investment Corp
792
Tudor Investment Corp
Connecticut
– -$3.62M -28,651 Closed
Two Sigma Advisers
793
Two Sigma Advisers
New York
– -$3.34M -26,500 Closed
MIS
794
Morningstar Investment Services
Illinois
– -$3.21M -25,569 Closed
RW
795
REDW Wealth
New Mexico
– -$2.29M -18,130 Closed
CCWM
796
Cassaday & Co Wealth Management
Virginia
– -$357K -11,935 Closed
BNP Paribas Asset Management
797
BNP Paribas Asset Management
France
– -$1.22M -9,741 Closed
Jane Street
798
Jane Street
New York
– -$871K -6,900 Closed
FFWA
799
Forthright Family Wealth Advisory
Texas
– -$693K -5,167 Closed
FTDI
800
First Trust Direct Indexing
Massachusetts
– -$625K -4,955 Closed
30 31
32
33 34

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.