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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
CWM
426
Certus Wealth Management
California
$601K -$6.24K -50 -1%
BAM
427
Belpointe Asset Management
Nevada
$600K -$146K -1,170 -21%
LFA
428
Level Financial Advisors
New York
$600K
TW
429
Traveka Wealth
California
$594K +$163K +1,303 +42%
MFP
430
Meridian Financial Partners
Virginia
$588K +$79.6K +638 +17%
LOIP
431
Live Oak Investment Partners
Texas
$587K -$212K -1,699 -28%
AWMNH
432
Arcadia Wealth Management (New Hampshire)
New Hampshire
$587K +$1.37K +11 +0.3%
MWM
433
MBE Wealth Management
Wisconsin
$584K +$23.6K +189 +5%
W
434
WealthCollab
Washington
$583K
DE
435
Diversified Enterprises
Delaware
$581K -$133K -1,062 -20%
MT
436
Midwest Trust
Kansas
$581K +$536K +4,294 New
S
437
SignatureFD
Georgia
$578K -$15K -120 -3%
AA
438
Ancora Advisors
Ohio
$575K +$125 +1 +0%
FIA
439
Foundations Investment Advisors
Arizona
$567K -$28.8K -231 -5%
USCWA
440
U.S. Capital Wealth Advisors
Texas
$564K -$90.8K -727 -15%
EWA
441
Emergent Wealth Advisors
New York
$563K +$20.7K +166 +4%
ACS
442
Archford Capital Strategies
Illinois
$559K -$4K -32 -0.8%
CFIA
443
Cantor Fitzgerald Investment Advisors
New York
$554K -$14.9K -119 -3%
VT
444
Vise Technologies
New York
$547K +$505K +4,042 New
QC
445
Quent Capital
New York
$544K -$46.9K -376 -9%
SFG
446
Sovereign Financial Group
Connecticut
$544K -$120K -962 -19%
TWM
447
Tanager Wealth Management
United Kingdom
$542K
BJL
448
Brighton Jones LLC
Washington
$539K +$107K +859 +27%
CB
449
Commerce Bank
Missouri
$536K -$6.87K -55 -1%
JIC
450
Johnson Investment Counsel
Ohio
$535K

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.