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iShares ESG Aware MSCI USA ETF
ESGU

741 hedge funds and large institutions have $10.3B invested in iShares ESG Aware MSCI USA ETF in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 235 increasing their positions, 310 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 45

1% more capital invested

Capital invested by funds: $10.2B → $10.3B (+$117M)

1% less funds holding

Funds holding: 748 → 741 (-7)

2.66% less ownership

Funds ownership: 80.11% → 77.45% (-2.7%)

10% less funds holding in top 10

Funds holding in top 10: 21 → 19 (-2)

24% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 310

Holders
741
Holders Change
-7
Holders Change %
-0.94%
% of All Funds
10.62%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.27%
New
50
Increased
235
Reduced
310
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$46.6M
2
Northern Trust
Northern Trust
Illinois
+$32.8M
3
JP Morgan Chase
JP Morgan Chase
New York
+$30.3M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$22.6M
5
FAIM
Financial Advocates Investment Management
Washington
+$14.2M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$150M
2
Morgan Stanley
Morgan Stanley
New York
-$127M
3
BlackRock
BlackRock
New York
-$84.1M
4
Citigroup
Citigroup
New York
-$69.2M
5
IG
ING Group
Netherlands
-$31.5M

ESGU Hedge Fund Activity: Q3 2024 in Review

741 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA ETF (ESGU) for Q3 2024, worth a combined $10.3B — up 1.1% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new ESGU positions and 45 closed out — a net gain of 5 holders — while 235 added to existing stakes and 310 trimmed.

The largest buyer was TIAA Trust, National Association, adding an estimated $46.6M. The largest seller was Bank of America, cutting an estimated $150M.

  • 741 institutional investors held iShares ESG Aware MSCI USA ETF (ESGU) as of Q3 2024, down from 748 in Q2 2024.
  • Funds reported $10.3B of iShares ESG Aware MSCI USA ETF stock for Q3 2024, up 1.1% quarter-over-quarter.
  • 50 funds opened new iShares ESG Aware MSCI USA ETF positions in Q3 2024 and 45 closed out, a net change of +5 holders.
  • The largest iShares ESG Aware MSCI USA ETF buyer in Q3 2024 was TIAA Trust, National Association, an estimated $46.6M added.
  • The largest iShares ESG Aware MSCI USA ETF seller in Q3 2024 was Bank of America, an estimated $150M sold.

Based on aggregated 13F filings for Q3 2024.