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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
MNA
301
Manning & Napier Advisors
New York
$1.07M -$403K -3,126 -26%
SI
302
Stephens Inc
Arkansas
$1.06M -$55.1K -428 -5%
WA
303
Wealth Alliance
New York
$1.05M -$1.11M -8,656 -50%
CA
304
CoreCap Advisors
Michigan
$1.03M +$18.4K +143 +2%
TFO
305
Tarbox Family Office
California
$1.02M -$59.9K -465 -5%
MSA
306
Marino Stram & Associates
Massachusetts
$1.02M +$1.54K +12 +0.1%
MGP
307
Metis Global Partners
California
$1.02M +$396K +3,075 +59%
GKWIM
308
Gerber Kawasaki Wealth & Investment Management
California
$1.01M +$32.3K +251 +3%
AG
309
Ascent Group
Virginia
$1M -$389K -3,021 -27%
AWM
310
Aprio Wealth Management
Georgia
$993K +$843K +6,545 +409%
MHB
311
Midwest Heritage Bank
Iowa
$988K -$3.73K -29 -0.4%
BNP Paribas Financial Markets
312
BNP Paribas Financial Markets
France
$988K -$110M -851,291 -99%
OCM
313
One Capital Management
California
$983K +$359K +2,784 +53%
RCS
314
Retirement Capital Strategies
California
$982K -$43K -334 -4%
OFP
315
OLIO Financial Planning
Virginia
$977K -$801K -6,221 -44%
MBFW
316
Morton Brown Family Wealth
Pennsylvania
$968K +$515 +4 +0.1%
VA
317
Vident Advisory
Georgia
$963K -$10.6K -82 -1%
PTC
318
Private Trust Company
Ohio
$957K -$2.58K -20 -0.3%
AWA
319
Arkadios Wealth Advisors
Georgia
$951K +$1.01M +7,804 New
BBP
320
Banco BTG Pactual
Brazil
$951K -$51.5K -400 -5%
HPM
321
Hoxton Planning & Management
West Virginia
$949K +$192K +1,494 +24%
AF
322
Apexium Financial
Texas
$942K +$2.19K +17 +0.2%
M&T Bank
323
M&T Bank
New York
$939K -$129K -1,000 -11%
ST
324
Sentinel Trust
Texas
$937K -$10.6K -82 -1%
DADC
325
D.A. Davidson & Co
Montana
$932K -$213K -1,656 -18%

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.