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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
LOIP
376
Live Oak Investment Partners
Texas
$736K +$778K +6,039 New
DWP
377
Destiny Wealth Partners
Florida
$736K
AAM
378
Ameraudi Asset Management
New York
$734K
CSP
379
Cary Street Partners
Virginia
$732K -$5.15K -40 -0.7%
QPWM
380
Quadrant Private Wealth Management
Pennsylvania
$729K -$3.48K -27 -0.4%
MA
381
MKT Advisors
California
$728K -$13.3K -103 -2%
MCM
382
MAI Capital Management
Ohio
$721K -$93.9K -729 -11%
OWCM
383
One Wealth Capital Management
Arizona
$711K -$1.26M -9,796 -63%
5W
384
5T Wealth
California
$707K -$74.6K -579 -9%
FRA
385
Front Row Advisors
California
$706K
JF
386
JSF Financial
California
$704K -$105K -814 -12%
SPI
387
Sutton Place Investors
New York
$704K -$31.6K -245 -4%
Squarepoint
388
Squarepoint
New York
$701K +$741K +5,753 New
FF
389
Farrell Financial
New York
$693K -$9.02K -70 -1%
IA
390
IFP Advisors
Florida
$691K -$901 -7 -0.1%
BAM
391
Belpointe Asset Management
Nevada
$684K -$402K -3,125 -36%
First Trust Advisors
392
First Trust Advisors
Illinois
$682K -$5.54K -43 -0.8%
CFG
393
Cooper Financial Group
California
$679K -$156K -1,211 -18%
BIG
394
Brookwood Investment Group
Arizona
$678K +$716K +5,563 New
FGAM
395
Financial Gravity Asset Management
Texas
$669K +$707K +5,490 New
IFG
396
Independent Financial Group
California
$669K -$80K -621 -10%
KFP
397
Keener Financial Planning
Texas
$667K -$5.92K -46 -0.8%
IF
398
Intrua Financial
Texas
$661K
SWM
399
Spire Wealth Management
Virginia
$661K -$8.37K -65 -1%
SL
400
Sentinus LLC
Illinois
$658K -$11.7K -91 -2%

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.