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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
HI
76
Harbour Investments
Wisconsin
$11.7M +$102K +789 +0.9%
VHAM
77
Van Hulzen Asset Management
California
$11.5M -$289K -2,234 -2%
PL
78
Plancorp LLC
Missouri
$11.4M -$913K -7,050 -7%
Truist Financial
79
Truist Financial
North Carolina
$11.4M -$374K -2,890 -3%
LWP
80
Laurel Wealth Planning
Minnesota
$11.2M -$702K -5,416 -6%
KAS
81
Kestra Advisory Services
Texas
$10.7M +$179K +1,382 +2%
CAM
82
Clarity Asset Management
Iowa
$10.4M -$360K -2,781 -3%
National Bank of Canada
83
National Bank of Canada
Quebec, Canada
$10.1M +$10.1M +78,225 New
NCM
84
Northwest Capital Management
Oregon
$9.93M -$972K -7,501 -9%
KWM
85
Keebeck Wealth Management
Illinois
$9.85M -$24.9K -192 -0.3%
LSAG
86
Lake Street Advisors Group
New Hampshire
$9.81M +$2.96M +22,838 +43%
RZH
87
Relyea Zuckerberg Hanson
Connecticut
$9.66M -$39.8K -307 -0.4%
WANY
88
Wealthspire Advisors (New York)
New York
$9.19M -$61.1K -472 -0.7%
Bank of New York Mellon
89
Bank of New York Mellon
New York
$9.09M -$230K -1,777 -2%
RIS
90
Retirement Income Solutions
Michigan
$9.06M +$2.5M +19,279 +38%
PA
91
Parkside Advisors
California
$9.02M -$173K -1,336 -2%
Fidelity Investments
92
Fidelity Investments
Massachusetts
$9.01M +$93.5K +722 +1%
Cerity Partners
93
Cerity Partners
New York
$8.99M +$1.6M +12,325 +21%
SB
94
Strategic Blueprint
Georgia
$8.92M -$340K -2,628 -4%
Neuberger Berman Group
95
Neuberger Berman Group
New York
$8.52M -$937K -7,233 -10%
Stifel Financial
96
Stifel Financial
Missouri
$8.39M +$307K +2,372 +4%
MMA
97
Miracle Mile Advisors
California
$8.38M -$24.2K -187 -0.3%
SA
98
Sanctuary Advisors
Indiana
$8.35M -$575K -4,441 -7%
CWS
99
Cypress Wealth Services
California
$8.18M -$191K -1,472 -2%
BCI
100
Brinker Capital Investments
Pennsylvania
$7.76M +$6.03M +46,550 +111%

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.