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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
QPWM
376
Quadrant Private Wealth Management
Pennsylvania
$806K -$2.62K -21 -0.4%
PCA
377
Pallas Capital Advisors
Massachusetts
$804K -$55.2K -442 -7%
DWP
378
Destiny Wealth Partners
Florida
$801K -$14K -112 -2%
VCP
379
Verus Capital Partners
Arizona
$800K -$26.8K -215 -4%
BIA
380
Bell Investment Advisors
California
$797K -$31.6K -253 -4%
FRA
381
Front Row Advisors
California
$783K
SPI
382
Sutton Place Investors
New York
$780K -$874 -7 -0.1%
RFP
383
RCS Financial Planning
Maryland
$778K -$48.1K -385 -6%
AQR Capital Management
384
AQR Capital Management
Connecticut
$778K -$127K -1,016 -15%
FF
385
Farrell Financial
New York
$770K +$1.25K +10 +0.2%
IA
386
IFG Advisory
Georgia
$767K -$54.7K -438 -7%
KFP
387
Keener Financial Planning
Texas
$758K +$15.5K +124 +2%
IFG
388
Independent Financial Group
California
$753K +$9.99K +80 +1%
PA
389
PFG Advisors
Arizona
$751K +$84.8K +679 +14%
SRB
390
Shotwell Rutter Baer
Michigan
$746K -$17.1K -137 -2%
WA
391
Waverly Advisors
Alabama
$738K -$263K -2,105 -28%
CI Investments Inc
392
CI Investments Inc
Ontario, Canada
$737K -$268K -2,150 -28%
PFGIA
393
Patriot Financial Group Insurance Agency
Massachusetts
$731K +$32.2K +258 +5%
APWA
394
Atlas Private Wealth Advisors
New Jersey
$724K +$1.25K +10 +0.2%
FGC
395
Financial Gravity Companies
Texas
$718K +$662K +5,305 New
WWM
396
Western Wealth Management
Colorado
$712K +$6.24K +50 +1%
SWM
397
Spire Wealth Management
Virginia
$706K -$25.1K -201 -4%
MCAI
398
Members Capital Advisors Inc
Wisconsin
$704K
Jones Financial Companies
399
Jones Financial Companies
Missouri
$695K +$143K +1,148 +29%
DA
400
Detalus Advisors
Missouri
$695K +$749 +6 +0.1%

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.