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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
Bank of America
1
Bank of America
North Carolina
$1.69B -$59.3M -457,412 -3%
JP Morgan Chase
2
JP Morgan Chase
New York
$1.53B +$121M +930,784 +8%
Northern Trust
3
Northern Trust
Illinois
$849M +$206M +1,589,941 +32%
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$720M -$13.9M -107,448 -2%
Goldman Sachs
5
Goldman Sachs
New York
$471M +$16M +123,496 +3%
Betterment LLC
6
Betterment LLC
New York
$422M -$5.27M -40,665 -1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$385M +$5.7M +43,972 +1%
Morgan Stanley
8
Morgan Stanley
New York
$317M +$36.9M +284,513 +13%
AA
9
Acorns Advisers
California
$298M +$47.4K +366 +0%
Wells Fargo
10
Wells Fargo
California
$290M -$1.95M -15,072 -0.7%
BlackRock
11
BlackRock
New York
$277M -$147M -1,135,826 -35%
Wealthfront Advisers
12
Wealthfront Advisers
California
$258M +$30.4M +235,032 +13%
LPL Financial
13
LPL Financial
California
$217M +$31M +239,232 +17%
BNP Paribas Financial Markets
14
BNP Paribas Financial Markets
France
$111M +$34M +262,391 +44%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$107M +$4.37M +33,767 +4%
Empower Advisory Group
16
Empower Advisory Group
Colorado
$96.4M -$941K -7,262 -1%
FT
17
Fiduciary Trust
Massachusetts
$71.4M +$4.13M +31,883 +6%
PCIG
18
Partners Capital Investment Group
Massachusetts
$70.6M -$3.13M -24,133 -4%
Citigroup
19
Citigroup
New York
$70.2M -$940K -7,258 -1%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$69.6M -$29.6M -228,358 -30%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$67.5M -$338K -2,610 -0.5%
Envestnet Portfolio Solutions
22
Envestnet Portfolio Solutions
Illinois
$65M -$1.27M -9,793 -2%
Mirae Asset Global Investments
23
Mirae Asset Global Investments
South Korea
$53.2M -$14.2M -109,700 -21%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$50.9M +$927K +7,153 +2%
UBS Group
25
UBS Group
Switzerland
$48.5M +$10.9K +84 +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.