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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
Franklin Resources
201
Franklin Resources
California
$2.34M +$581K +4,483 +33%
CIAS
202
Capital Investment Advisory Services
North Carolina
$2.33M -$332K -2,560 -12%
CA
203
CGN Advisors
Kansas
$2.31M +$369K +2,845 +19%
AFG
204
Atomi Financial Group
New York
$2.26M +$283K +2,186 +14%
AGWCA
205
Annis Gardner Whiting Capital Advisors
Florida
$2.25M -$3.11K -24 -0.1%
MFA
206
Mayflower Financial Advisors
Massachusetts
$2.25M -$36K -278 -2%
WA
207
Wealth Alliance
New York
$2.23M +$39.8K +307 +2%
VCM
208
Vision Capital Management
Oregon
$2.23M +$31.1K +240 +1%
HSBC Holdings
209
HSBC Holdings
United Kingdom
$2.2M
WLIM
210
White Lighthouse Investment Management
Massachusetts
$2.19M +$29.8K +230 +1%
SCA
211
Scott Capital Advisors
Oregon
$2.19M -$62.7K -484 -3%
GWM
212
GSB Wealth Management
Connecticut
$2.12M -$18.7K -144 -0.9%
AWM
213
Apollon Wealth Management
South Carolina
$2.08M -$64.1K -495 -3%
PIA
214
Perennial Investment Advisors
California
$2.07M +$86.8K +670 +4%
RIA
215
Regal Investment Advisors
Michigan
$2.06M +$4.92K +38 +0.2%
GC
216
Garde Capital
Washington
$2.03M -$25.9K -200 -1%
OWCM
217
One Wealth Capital Management
Arizona
$2.01M +$2.02M +15,625 New
MIM
218
Macroview Investment Management
Maryland
$2.01M +$13.3K +103 +0.7%
BFG
219
Beacon Financial Group
Texas
$1.99M -$259 -2 -0%
MGIA
220
Moneta Group Investment Advisors
Missouri
$1.98M +$80.3K +620 +4%
1SB
221
1ST Source Bank
Indiana
$1.98M +$235K +1,812 +13%
AF
222
Allworth Financial
California
$1.94M +$77.6K +599 +4%
RSWM
223
Robertson Stephens Wealth Management
California
$1.93M +$1.26M +9,762 +186%
DAS
224
Diversify Advisory Services
Utah
$1.91M -$290K -2,237 -13%
IAG
225
Ipsen Advisor Group
Arkansas
$1.87M +$1.88M +14,528 New

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.