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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
GAM
251
Gould Asset Management
California
$1.45M -$35K -272 -2%
MWM
252
Modern Wealth Management
Kansas
$1.45M +$628K +4,878 +70%
VA
253
VestGen Advisors
Illinois
$1.44M +$1.53M +11,847 New
CPIG
254
Chicago Partners Investment Group
Illinois
$1.44M -$3.09K -24 -0.2%
DC
255
Davenport & Co
Virginia
$1.44M +$16.5K +128 +1%
AIM
256
Acropolis Investment Management
Missouri
$1.43M -$8.11K -63 -0.5%
SFPM
257
Sensible Financial Planning & Management
Massachusetts
$1.43M +$12.7K +99 +0.9%
SFS
258
Sowell Financial Services
Arkansas
$1.42M -$6.95K -54 -0.5%
SA
259
Sovran Advisors
California
$1.42M +$19.6K +152 +1%
Comerica Bank
260
Comerica Bank
Texas
$1.41M -$111K -860 -7%
SP
261
Symmetry Partners
Connecticut
$1.41M -$6.95K -54 -0.5%
BF
262
Brooklyn FI
New York
$1.41M +$70.3K +546 +5%
OSAM
263
O'Shaughnessy Asset Management
Connecticut
$1.4M +$418K +3,243 +39%
WWG
264
West Wealth Group
California
$1.4M -$55.6K -432 -4%
SVWG
265
Shared Vision Wealth Group
United States
$1.39M -$119K -925 -8%
MOS
266
MGO One Seven
Ohio
$1.37M +$176K +1,369 +14%
COCM
267
Charter Oak Capital Management
New Hampshire
$1.37M +$644 +5 +0%
Susquehanna International Group
268
Susquehanna International Group
Pennsylvania
$1.37M +$704K +5,468 +95%
ISFAN
269
Investor's Fiduciary Advisor Network
Washington
$1.37M +$68.9K +535 +5%
CWM
270
Cranbrook Wealth Management
Michigan
$1.33M +$6.31K +49 +0.5%
MFA
271
Morling Financial Advisors
California
$1.32M +$54.2K +421 +4%
PFA
272
Pure Financial Advisors
California
$1.31M +$101K +781 +8%
SFG
273
SNS Financial Group
Minnesota
$1.3M -$76.8K -596 -5%
AA
274
Advisory Alpha
Michigan
$1.29M -$16.6K -129 -1%
RSWM
275
Robertson Stephens Wealth Management
California
$1.29M -$575K -4,462 -30%

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.