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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
MLA
301
My Legacy Advisors
Oregon
$1.17M -$123K -982 -10%
WA
302
Wealth Alliance
New York
$1.16M -$8.11K -65 -0.8%
SG
303
StoneX Group
New York
$1.14M +$208K +1,670 +25%
NB
304
NBT Bank
New York
$1.14M -$91.8K -735 -8%
CWG
305
Crown Wealth Group
North Carolina
$1.13M -$103K -829 -9%
OFP
306
OLIO Financial Planning
Virginia
$1.11M +$19.2K +154 +2%
CA
307
CoreCap Advisors
Michigan
$1.1M -$31.7K -254 -3%
SA
308
Sovran Advisors
California
$1.1M -$528K -4,226 -34%
AWM
309
Aprio Wealth Management
Georgia
$1.1M -$3.12K -25 -0.3%
MHB
310
Midwest Heritage Bank
Iowa
$1.1M
OGF
311
Orin Green Financial
California
$1.08M
MBFW
312
Morton Brown Family Wealth
Pennsylvania
$1.07M +$624 +5 +0.1%
ST
313
Sentinel Trust
Texas
$1.06M +$16K +128 +2%
AWA
314
Arkadios Wealth Advisors
Georgia
$1.06M
AF
315
Apexium Financial
Texas
$1.05M +$6.49K +52 +0.7%
MNA
316
Manning & Napier Advisors
New York
$1.05M -$130K -1,039 -12%
MSA
317
Marino Stram & Associates
Massachusetts
$1.05M -$73.2K -586 -7%
JC
318
JB Capital
Connecticut
$1.04M +$27.5K +220 +3%
WA
319
WBH Advisory
Maryland
$1.04M -$242K -1,939 -20%
DADC
320
D.A. Davidson & Co
Montana
$1.04M +$3.12K +25 +0.3%
RCS
321
Retirement Capital Strategies
California
$1.04M -$49.7K -398 -5%
SAM
322
Strategy Asset Managers
California
$1.03M +$21.8K +175 +2%
KPWS
323
Kestra Private Wealth Services
Texas
$1.03M -$708K -5,673 -43%
MGP
324
Metis Global Partners
California
$1.02M -$98.2K -787 -9%
GS
325
GTS Securities
New York
$1.02M +$938K +7,513 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.