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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
PA
426
PFG Advisors
Arizona
$594K -$25.1K -195 -4%
FA
427
Fiduciary Alliance
South Carolina
$592K -$41K -318 -6%
MSFS
428
Main Street Financial Solutions
Pennsylvania
$588K +$3.35K +26 +0.5%
HFS
429
Howard Financial Services
Texas
$577K +$1.54K +12 +0.3%
TWA
430
Talisman Wealth Advisors
New Jersey
$576K -$35.7K -277 -6%
CWM
431
Certus Wealth Management
California
$573K
CAM
432
Concorde Asset Management
Michigan
$572K +$258 +2 +0%
FCI
433
Financial Counselors Inc
Kansas
$560K -$31K -241 -5%
AI
434
Atria Investments
North Carolina
$556K -$736K -5,714 -56%
VW
435
Veridan Wealth
Oregon
$543K -$135K -1,050 -19%
LFA
436
Level Financial Advisors
New York
$540K
FIA
437
Foundations Investment Advisors
Arizona
$539K -$175K -1,362 -24%
QC
438
Quent Capital
New York
$536K -$15.5K -120 -3%
S
439
SignatureFD
Georgia
$535K -$23.3K -181 -4%
GSWM
440
Golden State Wealth Management
California
$529K -$237K -1,839 -30%
SAM
441
Smartleaf Asset Management
Massachusetts
$528K +$561K +4,356 New
AWMNH
442
Arcadia Wealth Management (New Hampshire)
New Hampshire
$528K +$1.42K +11 +0.3%
Bank of Montreal
443
Bank of Montreal
Ontario, Canada
$527K +$258K +2,007 +87%
W
444
WealthCollab
Washington
$526K
FFG
445
Fiduciary Financial Group
California
$524K +$591K +4,589 New
M
446
MATAURO
New York
$523K +$147K +1,140 +36%
QC
447
Quadrature Capital
United Kingdom
$519K +$549K +4,262 New
AA
448
Ancora Advisors
Ohio
$518K -$3.48K -27 -0.6%
GVAG
449
Great Valley Advisor Group
Delaware
$517K -$44.7K -347 -8%
CFIA
450
Cantor Fitzgerald Investment Advisors
New York
$514K +$4.76K +37 +0.9%

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.