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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
MWA
401
Merkkuri Wealth Advisors
New York
$656K -$195K -1,512 -22%
DE
402
Diversified Enterprises
Delaware
$653K -$258 -2 -0%
APWA
403
Atlas Private Wealth Advisors
New Jersey
$651K -$1.03K -8 -0.1%
PAI
404
Pittenger & Anderson Inc
Nebraska
$639K +$222K +1,724 +49%
WWM
405
Western Wealth Management
Colorado
$635K -$49.7K -386 -7%
MCAI
406
Members Capital Advisors Inc
Wisconsin
$635K
HFO
407
Heritage Family Offices
Arizona
$631K -$118K -917 -15%
IWM
408
IHT Wealth Management
Illinois
$629K +$80.5K +625 +14%
PFGIA
409
Patriot Financial Group Insurance Agency
Massachusetts
$628K -$50.6K -393 -7%
GDP
410
Great Diamond Partners
Maine
$626K -$24.7K -192 -4%
DA
411
Detalus Advisors
Missouri
$626K +$12.5K +97 +2%
WFA
412
Wade Financial Advisory
California
$625K +$119K +926 +22%
Lido Advisors
413
Lido Advisors
California
$624K +$7.08K +55 +1%
SAI
414
Savvy Advisors Inc
New York
$618K +$218K +1,695 +50%
SRB
415
Shotwell Rutter Baer
Michigan
$618K -$71.6K -556 -9%
RCA
416
Resonant Capital Advisors
Wisconsin
$615K
TPCW
417
TD Private Client Wealth
New York
$614K -$200K -1,551 -24%
SFG
418
Sovereign Financial Group
Connecticut
$607K +$27.3K +212 +4%
WAP
419
Wealthcare Advisory Partners
Pennsylvania
$604K +$1.42K +11 +0.2%
BFP
420
Brewster Financial Planning
New York
$604K
WAM
421
WNY Asset Management
New York
$599K +$633K +4,914 New
KWM
422
Kingsview Wealth Management
Oregon
$599K +$3.22K +25 +0.5%
Qube Research & Technologies (QRT)
423
Qube Research & Technologies (QRT)
United Kingdom
$598K -$637K -4,948 -50%
USCWA
424
U.S. Capital Wealth Advisors
Texas
$597K +$58.2K +452 +10%
MFG
425
Magnus Financial Group
New York
$595K -$484K -3,761 -44%

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.