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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
AQR Capital Management
351
AQR Capital Management
Connecticut
$824K +$871K +6,763 New
EWA
352
EverSource Wealth Advisors
Alabama
$824K +$46.6K +362 +6%
CPP
353
Capasso Planning Partners
South Carolina
$817K -$45.6K -354 -5%
CC
354
Chicago Capital
Illinois
$817K
FPGK
355
Financial Partners Group (Kansas)
Kansas
$814K +$6.7K +52 +0.8%
CTC
356
Central Trust Company
Missouri
$810K -$20.5K -159 -2%
BPA
357
Beacon Pointe Advisors
California
$803K -$75.3K -585 -8%
AWP
358
Axis Wealth Partners
Rhode Island
$801K +$13.7K +106 +2%
MYIA
359
Mount Yale Investment Advisors
Colorado
$795K +$258 +2 +0%
EB
360
Eastern Bank
Massachusetts
$794K -$263K -2,040 -24%
Amundi
361
Amundi
France
$790K
SMWM
362
Silvia McColl Wealth Management
California
$789K
AWA
363
Aaron Wealth Advisors
Illinois
$784K -$237K -1,837 -22%
PCA
364
Pallas Capital Advisors
Massachusetts
$779K
CFG
365
Cornerstone Financial Group
Nebraska
$777K +$60.4K +469 +8%
WCFA
366
Walkner Condon Financial Advisors
Wisconsin
$769K -$8.24K -64 -1%
BSB
367
Bangor Savings Bank
Maine
$753K -$7.73K -60 -1%
BIA
368
Bell Investment Advisors
California
$749K -$102K -794 -11%
TWCA
369
Two West Capital Advisors
Kansas
$748K +$21.2K +165 +3%
RFP
370
RCS Financial Planning
Maryland
$748K -$226K -1,756 -22%
SW
371
SoFi Wealth
California
$748K +$683K +5,303 +637%
VCP
372
Verus Capital Partners
Arizona
$747K -$608K -4,719 -44%
IA
373
IFG Advisory
Georgia
$744K -$160K -1,246 -17%
MWM
374
Meridian Wealth Management
Kentucky
$739K -$68.5K -532 -8%
O3W
375
Omni 360 Wealth
New Jersey
$737K -$48.6K -377 -6%

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.