We are live on ! Find out more
ESGU icon

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
OPS
101
Orion Portfolio Solutions
Nebraska
$7.76M +$6.03M +46,550 +111%
FA
102
Financial Advisors
Massachusetts
$7.7M -$279K -2,154 -3%
KFAA
103
Klaas Financial Asset Advisors
Illinois
$7.63M +$280K +2,165 +4%
EWM
104
Empirical Wealth Management
Washington
$7.54M -$307K -2,372 -4%
FWI
105
Facet Wealth Inc
Maryland
$7.52M +$143K +1,102 +2%
Renaissance Technologies
106
Renaissance Technologies
New York
$7.47M +$5.29M +40,800 +237%
UCFA
107
United Capital Financial Advisors
Texas
$7.44M -$1.05M -8,092 -12%
IWA
108
Icon Wealth Advisors
Texas
$7.43M -$587K -4,532 -7%
CIAS
109
CFS Investment Advisory Services
New Jersey
$7.36M -$102K -784 -1%
MWM
110
Modera Wealth Management
New Jersey
$7.15M -$98.5K -760 -1%
AWS
111
Atria Wealth Solutions
New York
$7.08M -$802K -6,193 -10%
AAS
112
Avantax Advisory Services
Texas
$6.94M -$471K -3,632 -6%
PA
113
Parallel Advisors
California
$6.61M -$178K -1,377 -3%
ASN
114
Advisory Services Network
Georgia
$6.57M -$355K -2,737 -5%
IFWM
115
Institute for Wealth Management
Colorado
$6.53M +$418K +3,224 +7%
DAS
116
Dynamic Advisor Solutions
Arizona
$6.44M -$440K -3,398 -6%
ALA
117
Atlas Legacy Advisors
California
$6.43M +$6.46M +49,890 New
FFA
118
Farther Finance Advisors
California
$6.41M +$378K +2,921 +6%
FWCM
119
Ferguson Wellman Capital Management
Oregon
$6.36M +$158K +1,221 +3%
MA
120
Mutual Advisors
Nebraska
$6.36M -$448K -3,461 -7%
Focus Partners Wealth
121
Focus Partners Wealth
Massachusetts
$6.14M +$4.62M +35,662 +297%
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
$6.09M -$4.02K -31 -0.1%
MW
123
Maia Wealth
Colorado
$6.02M +$204K +1,571 +4%
GIA
124
Goodwin Investment Advisory
Georgia
$5.97M -$23.7K -183 -0.4%
WWP
125
Waypoint Wealth Partners
California
$5.97M -$83.7K -646 -1%

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.