We are live on ! Find out more
ESGU icon

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
CI Investments Inc
326
CI Investments Inc
Ontario, Canada
$927K +$12.9K +100 +1%
WA
327
Waverly Advisors
Alabama
$921K +$686K +5,324 +238%
JC
328
JB Capital
Connecticut
$909K +$139K +1,083 +17%
SAM
329
Strategy Asset Managers
California
$908K -$13.1K -102 -1%
KL
330
KilterHowling LLC
Colorado
$908K -$32.3K -251 -3%
FWP
331
Firethorn Wealth Partners
Georgia
$897K -$122K -944 -11%
ACA
332
American Capital Advisory
Idaho
$893K +$2.32K +18 +0.2%
OGF
333
Orin Green Financial
California
$892K +$1.03M +7,978 New
FHA
334
Flagship Harbor Advisors
Massachusetts
$890K +$32.7K +254 +4%
KP
335
Keel Point
Alabama
$885K +$129 +1 +0%
EFL
336
ERn Financial LLC
Wisconsin
$882K -$17.9K -139 -2%
TIA
337
Traphagen Investment Advisors
New Jersey
$880K -$27.8K -216 -3%
MFA
338
McClarren Financial Advisors
Pennsylvania
$877K -$285K -2,216 -31%
CAM
339
Cresset Asset Management
Illinois
$862K +$271K +2,104 +42%
PPW
340
Presilium Private Wealth
Pennsylvania
$861K +$65.4K +508 +8%
TWM
341
TSA Wealth Management
Texas
$861K -$7.08K -55 -0.8%
Vanguard Group
342
Vanguard Group
Pennsylvania
$860K +$128K +992 +16%
BIA
343
Bigelow Investment Advisors
Maine
$857K -$23.4K -182 -3%
WP
344
WealthShield Partners
North Carolina
$852K -$603K -4,679 -40%
CIA
345
Concurrent Investment Advisors
Florida
$850K -$10.3K -80 -1%
HFS
346
Hughes Financial Services
Virginia
$848K -$53.4K -415 -6%
KFSC
347
Keystone Financial Services (Colorado)
Colorado
$843K +$281K +2,180 +46%
PS
348
Principal Securities
Iowa
$833K
RP
349
Riverwater Partners
Wisconsin
$832K +$245K +1,903 +39%
SG
350
StoneX Group
New York
$827K -$28.8K -224 -3%

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.