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iShares ESG Aware MSCI USA ETF

771 hedge funds and large institutions have $10.6B invested in iShares ESG Aware MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 240 increasing their positions, 327 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 33

8% more capital invested

Capital invested by funds: $9.81B → $10.6B (+$804M)

3% more funds holding

Funds holding: 752771 (+19)

0.2% more ownership

Funds ownership: 76.72%76.93% (+0.2%)

25% less funds holding in top 10

Funds holding in top 10: 2418 (-6)

27% less repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 327

Holders
771
Holders Change
+19
Holders Change %
+2.53%
% of All Funds
10.15%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.24%
New
64
Increased
240
Reduced
327
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
226
Franklin Resources
California
$1.99M +$229K +1,833 +14%
AFG
227
Atomi Financial Group
New York
$1.94M +$22.1K +177 +1%
BWP
228
BlueStem Wealth Partners
Minnesota
$1.9M +$191K +1,530 +12%
GA
229
GFS Advisors
Texas
$1.89M
MCM
230
Mendel Capital Management
Arkansas
$1.89M -$4.99K -40 -0.3%
NL
231
NEPC LLC
Massachusetts
$1.88M
IAG
232
Ipsen Advisor Group
Arkansas
$1.88M -$17.4K -139 -1%
GWM
233
GSB Wealth Management
Connecticut
$1.85M -$53.3K -427 -3%
JWCA
234
J.W. Cole Advisors
Florida
$1.85M -$5.99K -48 -0.4%
DC
235
Davenport & Co
Virginia
$1.84M +$229K +1,836 +16%
CCFM
236
Clear Creek Financial Management
Washington
$1.79M -$94.4K -756 -5%
AWE
237
Avidian Wealth Enterprises
Texas
$1.79M -$134K -1,077 -8%
AF
238
Allworth Financial
California
$1.79M -$132K -1,060 -7%
SXL
239
Summit X LLC
Missouri
$1.78M +$44.9K +360 +3%
HSWS
240
Higgins & Schmidt Wealth Strategies
Colorado
$1.75M +$102K +820 +7%
Baird Financial Group
241
Baird Financial Group
Wisconsin
$1.74M +$32.2K +258 +2%
SFC
242
SYM Financial Corp
Indiana
$1.73M
SPIA
243
Strategic Point Investment Advisors
Rhode Island
$1.73M -$100K -805 -6%
CWMK
244
Caliber Wealth Management (Kansas)
Kansas
$1.72M -$163K -1,304 -9%
MFA
245
Morling Financial Advisors
California
$1.68M +$201K +1,610 +15%
William Blair & Company
246
William Blair & Company
Illinois
$1.66M +$20.1K +161 +1%
AIM
247
Acropolis Investment Management
Missouri
$1.65M +$60K +481 +4%
Renaissance Technologies
248
Renaissance Technologies
New York
$1.65M +$1.52M +12,200 New
CWA
249
Clearview Wealth Advisors
Oregon
$1.65M +$8.86K +71 +0.6%
JFG
250
JMG Financial Group
Illinois
$1.64M -$52.7K -422 -3%

ESGU Hedge Fund Activity: Q2 2025 in Review

771 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA ETF (ESGU) for Q2 2025, worth a combined $10.6B — up 8.2% from $9.81B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new ESGU positions and 33 closed out — a net gain of 31 holders — while 240 added to existing stakes and 327 trimmed.

The largest buyer was TIAA Trust, National Association, adding an estimated $54.2M. The largest seller was JP Morgan Chase, cutting an estimated $166M.

  • 771 institutional investors held iShares ESG Aware MSCI USA ETF (ESGU) as of Q2 2025, up from 752 in Q1 2025.
  • Funds reported $10.6B of iShares ESG Aware MSCI USA ETF stock for Q2 2025, up 8.2% quarter-over-quarter.
  • 64 funds opened new iShares ESG Aware MSCI USA ETF positions in Q2 2025 and 33 closed out, a net change of +31 holders.
  • The largest iShares ESG Aware MSCI USA ETF buyer in Q2 2025 was TIAA Trust, National Association, an estimated $54.2M added.
  • The largest iShares ESG Aware MSCI USA ETF seller in Q2 2025 was JP Morgan Chase, an estimated $166M sold.

Based on aggregated 13F filings for Q2 2025.