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iShares ESG Aware MSCI USA Growth ETF

19 hedge funds and large institutions have $17.9M invested in iShares ESG Aware MSCI USA Growth ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

12% more funds holding

Funds holding: 1719 (+2)

3% more capital invested

Capital invested by funds: $17.3M → $17.9M (+$591K)

10.25% less ownership

Funds ownership: 75.03%64.78% (-10%)

50% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 6

Holders
19
Holders Change
+2
Holders Change %
+11.76%
% of All Funds
0.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
3
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1
Lido Advisors
California
$8.65M +$286K +5,429 +3%
SAG
2
SageView Advisory Group
California
$2.17M -$58.3K -1,105 -3%
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$1.79M +$1.78M +33,786 New
Citadel Advisors
4
Citadel Advisors
Florida
$1.25M -$421K -7,992 -25%
Goldman Sachs
5
Goldman Sachs
New York
$1.18M -$12.8K -243 -1%
AWM
6
Apollon Wealth Management
South Carolina
$726K -$738 -14 -0.1%
SWA
7
Serenus Wealth Advisors
California
$464K
JMNC
8
J. Mark Nickell & Co
Tennessee
$382K +$381K +7,220 New
BEI
9
Benjamin Edwards Inc
Missouri
$248K +$247K +4,692 New
Jane Street
10
Jane Street
New York
$245K -$157K -2,984 -39%
PP
11
Prosperity Planning
Missouri
$234K
TRCT
12
Tower Research Capital (TRC)
New York
$153K -$1.33M -25,179 -90%
IA
13
IFP Advisors
Florida
$145K +$145K +2,745 New
LFG
14
Larson Financial Group
Missouri
$127K +$93.8K +1,778 +287%
FRA
15
Front Row Advisors
California
$36K
BL
16
BFSG LLC
California
$23.8K
SAM
17
Sherman Asset Management
California
$18.6K +$18.6K +352 New
SS
18
Sunbelt Securities
Texas
$12.7K +$5.17K +98 +69%
PRAG
19
Portfolio Resources Advisor Group
Florida
$5.29K +$5.27K +100 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1K
SA
21
Sonoma Allocations
California
-$331K -6,474 Closed
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
-$206K -3,955 Closed
Morgan Stanley
23
Morgan Stanley
New York
-$66.9K -1,297 Closed
UBS Group
24
UBS Group
Switzerland
-$12.2K -236 Closed

EGUS Hedge Fund Activity: Q4 2025 in Review

19 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA Growth ETF (EGUS) for Q4 2025, worth a combined $17.9M — up 3.4% from $17.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EGUS positions and 4 closed out — a net gain of 2 holders — while 3 added to existing stakes and 6 trimmed.

The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $1.78M. The largest seller was Tower Research Capital (TRC), cutting an estimated $1.33M.

  • 19 institutional investors held iShares ESG Aware MSCI USA Growth ETF (EGUS) as of Q4 2025, up from 17 in Q3 2025.
  • Funds reported $17.9M of iShares ESG Aware MSCI USA Growth ETF stock for Q4 2025, up 3.4% quarter-over-quarter.
  • 6 funds opened new iShares ESG Aware MSCI USA Growth ETF positions in Q4 2025 and 4 closed out, a net change of +2 holders.
  • The largest iShares ESG Aware MSCI USA Growth ETF buyer in Q4 2025 was Thrivent Financial for Lutherans, an estimated $1.78M added.
  • The largest iShares ESG Aware MSCI USA Growth ETF seller in Q4 2025 was Tower Research Capital (TRC), an estimated $1.33M sold.

Based on aggregated 13F filings for Q4 2025.