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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
OCM
326
One Capital Management
California
$1.01M -$70.9K -568 -7%
PTC
327
Private Trust Company
Ohio
$1M -$53.7K -430 -5%
KL
328
KilterHowling LLC
Colorado
$1M +$6.99K +56 +0.8%
AWP
329
Axis Wealth Partners
Rhode Island
$1M +$105K +839 +13%
TWCA
330
Two West Capital Advisors
Kansas
$1M +$94.4K +756 +12%
FWP
331
Firethorn Wealth Partners
Georgia
$995K -$749 -6 -0.1%
ACA
332
American Capital Advisory
Idaho
$991K -$749 -6 -0.1%
EFL
333
ERn Financial LLC
Wisconsin
$986K +$6.24K +50 +0.7%
FHA
334
Flagship Harbor Advisors
Massachusetts
$984K -$3.12K -25 -0.3%
KP
335
Keel Point
Alabama
$982K -$125 -1 -0%
HPM
336
Hoxton Planning & Management
West Virginia
$980K -$67.4K -540 -7%
MFA
337
McClarren Financial Advisors
Pennsylvania
$978K +$282K +2,258 +45%
AG
338
Ascent Group
Virginia
$970K -$133K -1,065 -13%
HFS
339
Hughes Financial Services
Virginia
$965K +$6.12K +49 +0.7%
CAM
340
Cresset Asset Management
Illinois
$956K
TWM
341
TSA Wealth Management
Texas
$954K -$1.25K -10 -0.1%
BIA
342
Bigelow Investment Advisors
Maine
$951K
PPW
343
Presilium Private Wealth
Pennsylvania
$948K -$6.99K -56 -0.8%
VA
344
Vident Advisory
Georgia
$946K -$114K -913 -12%
AC
345
AlphaCore Capital
California
$921K -$677K -5,421 -44%
Amundi
346
Amundi
France
$914K
EWA
347
EverSource Wealth Advisors
Alabama
$913K -$1.5K -12 -0.2%
FPGK
348
Financial Partners Group (Kansas)
Kansas
$913K +$8.86K +71 +1%
CPP
349
Capasso Planning Partners
South Carolina
$912K +$4.62K +37 +0.6%
WP
350
WealthShield Partners
North Carolina
$911K -$32.1K -257 -4%

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.