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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
SPWG
451
Syntegra Private Wealth Group
Missouri
$511K -$22.9K -178 -4%
ACS
452
Archford Capital Strategies
Illinois
$507K +$3.35K +26 +0.6%
MWM
453
MBE Wealth Management
Wisconsin
$504K +$158K +1,224 +42%
SW
454
SVB Wealth
Massachusetts
$499K
RWP
455
RWA Wealth Partners
Massachusetts
$493K -$36.3K -282 -7%
CB
456
Commerce Bank
Missouri
$490K
SAW
457
Signal Advisors Wealth
Michigan
$489K -$175K -1,362 -25%
Jones Financial Companies
458
Jones Financial Companies
Missouri
$488K +$242K +1,876 +87%
TWM
459
Tanager Wealth Management
United Kingdom
$488K +$59.4K +461 +13%
EWA
460
Emergent Wealth Advisors
New York
$488K -$39.5K -307 -7%
B
461
Bailard
California
$486K
JIC
462
Johnson Investment Counsel
Ohio
$482K
VWA
463
Visionary Wealth Advisors
Illinois
$478K -$5.79K -45 -1%
AF
464
Advisornet Financial
Minnesota
$477K +$40.6K +315 +9%
GWM
465
Geneos Wealth Management
Colorado
$476K +$313K +2,433 +165%
CC
466
Copperleaf Capital
North Carolina
$471K -$91.3K -709 -16%
OPCM
467
Osborne Partners Capital Management
California
$467K -$6.44K -50 -1%
LIA
468
LifePlan Investment Advisors
North Carolina
$466K +$33.1K +257 +7%
ACI
469
Alpha Cubed Investments
California
$466K +$644 +5 +0.1%
LF
470
Lantz Financial
Illinois
$461K +$386 +3 +0.1%
RFP
471
Root Financial Partners
California
$460K -$35.3K -274 -7%
RWM
472
RKL Wealth Management
Pennsylvania
$454K +$1.29K +10 +0.3%
AAP
473
Arax Advisory Partners
Colorado
$453K +$60.9K +473 +15%
MFP
474
Meridian Financial Partners
Virginia
$452K +$89K +691 +23%
MG
475
Mather Group
Illinois
$448K

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.