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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
SG Americas Securities
826
SG Americas Securities
New York
– -$102K -806 Closed
HGA
827
Hobbs Group Advisors
South Carolina
– -$52.2K -414 Closed
HR
828
Howe & Rusling
New York
– -$46.5K -369 Closed
AAG
829
Armstrong Advisory Group
Massachusetts
– -$17.5K -139 Closed
GSEP
830
Golden State Equity Partners
California
– -$14.9K -118 Closed
ETS
831
ESL Trust Services
New York
– -$14.5K -115 Closed
CFG
832
Copley Financial Group
California
– -$10.6K -84 Closed
ATS
833
Ashton Thomas Securities
New York
– -$4.42K -35 Closed
SCM
834
Sterling Capital Management
North Carolina
– -$4.16K -33 Closed
PFM
835
Phillips Financial Management
Indiana
– -$3.18K -25 Closed
CA
836
Crewe Advisors
Utah
– -$2.4K -19 Closed
HGERS
837
Householder Group Estate & Retirement Specialist
Arizona
– -$2K -17 Closed
RCM
838
Raleigh Capital Management
North Carolina
– -$1.62K -13 Closed
CPA
839
Clear Point Advisors
New York
– -$1.32K -10 Closed
C
840
Covestor
United Kingdom
– -$1.17K -9 -90%
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.