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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
JPG
176
Jordan Park Group
California
$3.08M -$45K -347 -1%
WS
177
Wedbush Securities
California
$3M +$107K +825 +4%
BTI
178
Blue Trust Inc
Georgia
$2.99M -$314K -2,424 -9%
PCA
179
Prosperity Capital Advisors
Ohio
$2.97M -$32.6K -252 -1%
UB
180
UMB Bank
Missouri
$2.87M +$574K +4,428 +25%
SPIA
181
Steward Partners Investment Advisory
New York
$2.81M +$422K +3,258 +18%
SWC
182
Spectrum Wealth Counsel
Indiana
$2.78M -$2.75M -21,195 -50%
TCA
183
Transcend Capital Advisors
New Jersey
$2.78M -$1.29M -9,937 -32%
RFC
184
Regions Financial Corp
Alabama
$2.75M -$330K -2,550 -11%
FFN
185
Focus Financial Network
Minnesota
$2.75M -$29.4K -227 -1%
FHA
186
First Horizon Advisors
Tennessee
$2.64M -$660K -5,091 -20%
FG
187
Foster Group
Iowa
$2.62M +$35.4K +273 +1%
AWM
188
Axxcess Wealth Management
California
$2.61M +$437K +3,370 +20%
HAG
189
HF Advisory Group
Maryland
$2.56M +$118K +911 +5%
OMC
190
Old Mission Capital
Illinois
$2.56M -$5.51M -42,534 -68%
FWM
191
Fingerlakes Wealth Management
New York
$2.54M -$228K -1,759 -8%
CW
192
Cook Wealth
North Carolina
$2.54M -$41.5K -320 -2%
SAMC
193
Spectrum Asset Management (California)
California
$2.54M +$46.2K +357 +2%
Pathstone Holdings
194
Pathstone Holdings
New Jersey
$2.5M -$224K -1,726 -8%
LWA
195
Lifelong Wealth Advisors
Minnesota
$2.48M +$2.5M +19,285 New
CFP
196
Cascade Financial Partners
California
$2.43M – – –
LWL
197
Leo Wealth LLC
Texas
$2.42M +$13.6K +105 +0.6%
OWM
198
Opes Wealth Management
California
$2.41M -$120K -924 -5%
TWC
199
TD Waterhouse Canada
Ontario, Canada
$2.39M -$42.6K -329 -2%
HCM
200
Howland Capital Management
Massachusetts
$2.37M – – –
6 7
8
9 10

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.