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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
CC
351
Chicago Capital
Illinois
$907K
Thrivent Financial for Lutherans
352
Thrivent Financial for Lutherans
Minnesota
$904K -$4.43M -35,508 -84%
MA
353
MKT Advisors
California
$894K
Vanguard Group
354
Vanguard Group
Pennsylvania
$891K -$58.7K -470 -7%
BIG
355
Brookwood Investment Group
Arizona
$889K +$126K +1,007 +18%
M&T Bank
356
M&T Bank
New York
$887K -$143K -1,149 -15%
IA
357
IFP Advisors
Florida
$885K +$109K +875 +15%
KFSC
358
Keystone Financial Services (Colorado)
Colorado
$880K -$51.8K -415 -6%
First Trust Advisors
359
First Trust Advisors
Illinois
$874K +$108K +866 +15%
IAIM
360
International Assets Investment Management
Florida
$870K +$802K +6,428 New
TIA
361
Traphagen Investment Advisors
New Jersey
$865K -$103K -823 -11%
SMWM
362
Silvia McColl Wealth Management
California
$856K -$18.5K -148 -2%
BPA
363
Beacon Pointe Advisors
California
$842K -$44.9K -360 -5%
MCM
364
MAI Capital Management
Ohio
$832K +$28.8K +231 +4%
AWA
365
Aaron Wealth Advisors
Illinois
$830K -$37.1K -297 -5%
CFG
366
Cornerstone Financial Group
Nebraska
$827K +$1.87K +15 +0.2%
BSB
367
Bangor Savings Bank
Maine
$824K -$10.9K -87 -1%
MWM
368
Meridian Wealth Management
Kentucky
$819K -$1.62K -13 -0.2%
CTC
369
Central Trust Company
Missouri
$819K -$73.9K -592 -9%
WCFA
370
Walkner Condon Financial Advisors
Wisconsin
$818K -$32.7K -262 -4%
OWCM
371
One Wealth Capital Management
Arizona
$816K +$25.1K +201 +3%
AAM
372
Ameraudi Asset Management
New York
$815K
RP
373
Riverwater Partners
Wisconsin
$813K -$102K -819 -12%
XPN
374
XY Planning Network
Montana
$810K +$747K +5,987 New
O3W
375
Omni 360 Wealth
New Jersey
$808K -$9.86K -79 -1%

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.