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
HHGA
126
Halbert Hargrove Global Advisors
California
$5.95M -$231K -1,781 -4%
WA
127
Wealth Architects
California
$5.92M +$13.7K +106 +0.2%
TC
128
Trilogy Capital
California
$5.84M -$236K -1,824 -4%
SWG
129
Summit Wealth Group
Vermont
$5.74M -$25.5K -197 -0.4%
RF
130
RHS Financial
California
$5.68M +$650K +5,014 +13%
PWM
131
Perigon Wealth Management
California
$5.64M +$243K +1,874 +5%
Thrivent Financial for Lutherans
132
Thrivent Financial for Lutherans
Minnesota
$5.55M -$222K -1,716 -4%
ACA
133
Aptus Capital Advisors
Alabama
$5.55M +$357K +2,756 +7%
IC
134
IEQ Capital
California
$5.45M -$700K -5,400 -11%
VFA
135
Valeo Financial Advisors
Indiana
$5.37M -$2.46K -19 -0%
EWP
136
Elevation Wealth Partners
California
$5.31M +$1.36M +10,502 +34%
MCWS
137
McKinley Carter Wealth Services
West Virginia
$5.3M -$51.7K -399 -1%
HPFG
138
Hart & Patterson Financial Group
Massachusetts
$5.28M -$356K -2,750 -6%
LRWA
139
Long Run Wealth Advisors
New York
$5.11M -$320K -2,468 -6%
SWP
140
Stratos Wealth Partners
Ohio
$4.83M -$139K -1,074 -3%
PAG
141
Private Advisor Group
New Jersey
$4.83M -$280K -2,162 -5%
LNWWM
142
Laird Norton Wetherby Wealth Management
California
$4.56M +$10.4K +80 +0.2%
KWS
143
Keystone Wealth Services
California
$4.48M -$289K -2,229 -6%
ST
144
Spinnaker Trust
Maine
$4.46M -$97.7K -754 -2%
IAN
145
Integrated Advisors Network
Texas
$4.37M -$64.8K -500 -1%
IA
146
Integrity Alliance
Iowa
$4.31M +$4.33M +33,435 New
PWA
147
Physician Wealth Advisors
Utah
$4.26M -$94.8K -732 -2%
NPT
148
National Philanthropic Trust
Pennsylvania
$4.08M
FDCDDQ
149
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.05M
WWM
150
WT Wealth Management
Arizona
$4M -$389 -3 -0%

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.