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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
VA
251
Valmark Advisers
Ohio
$1.64M +$11.4K +91 +0.8%
SFA
252
Sequoia Financial Advisors
Ohio
$1.62M +$6.12K +49 +0.4%
SAMC
253
Spectrum Asset Management (California)
California
$1.62M -$92.9K -744 -6%
RIM
254
Ryan Investment Management
Colorado
$1.62M +$1.49M +11,956 New
CPIG
255
Chicago Partners Investment Group
Illinois
$1.61M -$15K -120 -1%
AWS
256
Atria Wealth Solutions
New York
$1.58M -$3.55M -28,431 -71%
WWG
257
West Wealth Group
California
$1.58M -$5.62K -45 -0.4%
VA
258
VestGen Advisors
Illinois
$1.54M -$82.3K -659 -6%
GAM
259
Gould Asset Management
California
$1.54M -$58.9K -472 -4%
SFS
260
Sowell Financial Services
Arkansas
$1.53M -$38.6K -309 -3%
SFG
261
SNS Financial Group
Minnesota
$1.53M +$84.3K +675 +6%
TFO
262
Tarbox Family Office
California
$1.53M +$362K +2,900 +35%
COCM
263
Charter Oak Capital Management
New Hampshire
$1.52M -$3.75K -30 -0.3%
CWM
264
Cranbrook Wealth Management
Michigan
$1.51M +$31.2K +250 +2%
RFA
265
RTD Financial Advisors
Pennsylvania
$1.49M -$130K -1,045 -9%
CWM
266
Congress Wealth Management
Massachusetts
$1.49M +$67.5K +541 +5%
RSWM
267
Robertson Stephens Wealth Management
California
$1.48M +$48.6K +389 +4%
TWP
268
Tempus Wealth Planning
California
$1.47M +$88.5K +709 +7%
BBP
269
Banco BTG Pactual
Brazil
$1.44M +$356K +2,850 +37%
AA
270
Advisory Alpha
Michigan
$1.44M +$1.25K +10 +0.1%
EFG
271
Elios Financial Group
Ohio
$1.44M +$214K +1,715 +19%
SCA
272
Scott Capital Advisors
Oregon
$1.42M +$134K +1,071 +11%
WIA
273
World Investment Advisors
California
$1.41M -$5.12K -41 -0.4%
SW
274
SoFi Wealth
California
$1.4M +$524K +4,195 +68%
GRP
275
Global Retirement Partners
California
$1.4M +$1.29M +10,318 New

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.