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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
WAM
801
WNY Asset Management
New York
-$606K -4,800 Closed
HWA
802
Hilltop Wealth Advisors
North Carolina
-$513K -4,063 Closed
RDWM
803
Red Door Wealth Management
Tennessee
-$492K -3,901 Closed
FCH
804
Freestone Capital Holdings
Washington
-$418K -3,309 Closed
SW
805
Simplicity Wealth
New Jersey
-$406K -3,214 Closed
Bank of Nova Scotia
806
Bank of Nova Scotia
Ontario, Canada
-$369K -2,927 Closed
DWT
807
Dorsey & Whitney Trust
South Dakota
-$354K -2,803 Closed
SC
808
Scotia Capital
Ontario, Canada
-$343K -2,715 Closed
CPRC
809
Consolidated Portfolio Review Corp
New York
-$290K -2,302 Closed
EPP
810
ETF Portfolio Partners
Kansas
-$274K -2,169 Closed
IWS
811
Integrity Wealth Solutions
Colorado
-$265K -2,101 Closed
PFA
812
Professional Financial Advisors
Nebraska
-$262K -2,076 Closed
AAS
813
Annex Advisory Services
Wisconsin
-$247K -1,959 Closed
AWA
814
Arkadios Wealth Advisors
Georgia
-$236K -1,872 Closed
LWA
815
Lineweaver Wealth Advisors
Ohio
-$231K -1,831 Closed
ECA
816
Elevation Capital Advisory
Oregon
-$231K -1,830 Closed
HCM
817
Hudson Capital Management
New Jersey
-$229K -1,815 Closed
QWP
818
Quotient Wealth Partners
Texas
-$229K -1,813 Closed
SL
819
SWMG LLC
Texas
-$233K -1,774 Closed
GWP
820
Gateway Wealth Partners
Wisconsin
-$223K -1,771 Closed
HCP
821
Holt Capital Partners
Texas
-$221K -1,750 Closed
HPC
822
Hobart Private Capital
North Carolina
-$217K -1,718 Closed
EP
823
Edgestream Partners
New Jersey
-$213K -1,688 Closed
APC
824
Aspire Private Capital
North Carolina
-$180K -1,427 Closed
SHIM
825
Stone House Investment Management
Pennsylvania
-$131K -1,036 Closed

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.