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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
P
151
&Partners
Tennessee
$3.87M +$2.56M +19,723 +198%
Rockefeller Capital Management
152
Rockefeller Capital Management
New York
$3.84M +$524K +4,048 +16%
PA
153
Planning Alternatives
Michigan
$3.82M +$198K +1,526 +5%
MPW
154
MA Private Wealth
California
$3.78M -$103K -795 -3%
MFG
155
Merit Financial Group
Georgia
$3.77M +$444K +3,429 +13%
AssetMark Inc
156
AssetMark Inc
California
$3.71M +$342K +2,638 +10%
HWM
157
HB Wealth Management
Georgia
$3.69M +$78.1K +603 +2%
TC
158
TownSquare Capital
Utah
$3.68M +$107K +825 +3%
MBT
159
Montecito Bank & Trust
California
$3.65M -$378K -2,916 -9%
CW
160
CreativeOne Wealth
Kansas
$3.55M +$49.6K +383 +1%
FCA
161
FLC Capital Advisors
California
$3.5M -$261K -2,016 -7%
DT
162
Diversified Trust
Tennessee
$3.46M
RW
163
Ridgeline Wealth
Arizona
$3.4M +$3.42M +26,417 New
HFA
164
High Falls Advisors
New York
$3.4M -$43.3K -334 -1%
SWP
165
Sagespring Wealth Partners
Tennessee
$3.35M +$3.37M +25,990 New
EH
166
Equitable Holdings
New York
$3.34M -$426K -3,290 -11%
KWA
167
Kingswood Wealth Advisors
California
$3.34M +$868K +6,699 +35%
SC
168
Savant Capital
Illinois
$3.31M -$75.5K -583 -2%
HGWM
169
Horst & Graben Wealth Management
Oregon
$3.31M +$76.4K +590 +2%
OAP
170
One Advisory Partners
Kansas
$3.22M -$18.9K -146 -0.6%
IWM
171
Integris Wealth Management
California
$3.19M -$266K -2,056 -8%
BRIA
172
Balanced Rock Investment Advisors
Massachusetts
$3.16M -$79K -610 -2%
IAA
173
Independent Advisor Alliance
North Carolina
$3.14M +$3.16M +24,408 New
MP
174
Moment Partners
California
$3.13M +$3.14M +24,271 New
RA
175
RFG Advisory
Alabama
$3.11M -$1.11M -8,549 -26%

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.