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iShares ESG Aware MSCI USA ETF

752 hedge funds and large institutions have $9.81B invested in iShares ESG Aware MSCI USA ETF in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 240 increasing their positions, 338 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2424 (0)

4% less funds holding

Funds holding: 787752 (-35)

5.56% less ownership

Funds ownership: 82.29%76.72% (-5.6%)

10% less capital invested

Capital invested by funds: $10.9B → $9.81B (-$1.05B)

28% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 64

29% less repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 338

Holders
752
Holders Change
-35
Holders Change %
-4.45%
% of All Funds
10.08%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
46
Increased
240
Reduced
338
Closed
64
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
226
Mendel Capital Management
Arkansas
$1.71M -$24.1K -187 -1%
CCFM
227
Clear Creek Financial Management
Washington
$1.71M -$6.57K -51 -0.4%
GA
228
GFS Advisors
Texas
$1.71M
AF
229
Allworth Financial
California
$1.7M -$28.8K -224 -2%
NL
230
NEPC LLC
Massachusetts
$1.7M +$675K +5,241 +60%
JWCA
231
J.W. Cole Advisors
Florida
$1.67M +$513K +3,982 +41%
SPIA
232
Strategic Point Investment Advisors
Rhode Island
$1.65M -$9.02K -70 -0.5%
TC
233
TownSquare Capital
Utah
$1.65M -$1.93M -15,004 -53%
KPWS
234
Kestra Private Wealth Services
Texas
$1.62M -$80.4K -624 -4%
Franklin Resources
235
Franklin Resources
California
$1.57M -$689K -5,347 -29%
SFC
236
SYM Financial Corp
Indiana
$1.56M -$4.38K -34 -0.3%
SXL
237
Summit X LLC
Missouri
$1.56M -$84.2K -654 -5%
SAMC
238
Spectrum Asset Management (California)
California
$1.55M -$900K -6,987 -35%
FHA
239
First Horizon Advisors
Tennessee
$1.55M -$1M -7,787 -38%
Baird Financial Group
240
Baird Financial Group
Wisconsin
$1.54M -$16.6K -129 -1%
BWP
241
BlueStem Wealth Partners
Minnesota
$1.53M -$232K -1,803 -13%
JFG
242
JMG Financial Group
Illinois
$1.53M +$62.7K +487 +4%
GM
243
GeoWealth Management
Illinois
$1.49M +$977K +7,589 +162%
AC
244
AlphaCore Capital
California
$1.49M +$1.58M +12,231 New
HSWS
245
Higgins & Schmidt Wealth Strategies
Colorado
$1.48M -$13.8K -107 -0.9%
CWA
246
Clearview Wealth Advisors
Oregon
$1.48M +$5.54K +43 +0.4%
William Blair & Company
247
William Blair & Company
Illinois
$1.48M +$33K +256 +2%
RFA
248
RTD Financial Advisors
Pennsylvania
$1.47M +$6.57K +51 +0.4%
VA
249
Valmark Advisers
Ohio
$1.46M -$27.2K -211 -2%
SFA
250
Sequoia Financial Advisors
Ohio
$1.46M +$47K +365 +3%

ESGU Hedge Fund Activity: Q1 2025 in Review

752 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA ETF (ESGU) for Q1 2025, worth a combined $9.81B — down 9.7% from $10.9B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of ESGU and 46 opened new positions — a net loss of 18 holders — while 338 trimmed existing stakes and 240 added.

The largest buyer was TIAA Trust, National Association, adding an estimated $35.2M. The largest seller was Envestnet Asset Management, cutting an estimated $147M.

  • 752 institutional investors held iShares ESG Aware MSCI USA ETF (ESGU) as of Q1 2025, down from 787 in Q4 2024.
  • Funds reported $9.81B of iShares ESG Aware MSCI USA ETF stock for Q1 2025, down 9.7% quarter-over-quarter.
  • 46 funds opened new iShares ESG Aware MSCI USA ETF positions in Q1 2025 and 64 closed out, a net change of -18 holders.
  • The largest iShares ESG Aware MSCI USA ETF buyer in Q1 2025 was TIAA Trust, National Association, an estimated $35.2M added.
  • The largest iShares ESG Aware MSCI USA ETF seller in Q1 2025 was Envestnet Asset Management, an estimated $147M sold.

Based on aggregated 13F filings for Q1 2025.