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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
OPCM
451
Osborne Partners Capital Management
California
$534K +$14.2K +114 +3%
LIA
452
LifePlan Investment Advisors
North Carolina
$534K +$15.2K +122 +3%
VWA
453
Visionary Wealth Advisors
Illinois
$532K +$1.25K +10 +0.3%
CC
454
Copperleaf Capital
North Carolina
$531K +$8.24K +66 +2%
SAW
455
Signal Advisors Wealth
Michigan
$530K -$12.1K -97 -2%
RF
456
Rossby Financial
Florida
$526K -$8.99M -72,034 -95%
GVAG
457
Great Valley Advisor Group
Delaware
$525K -$45.3K -363 -9%
NBWM
458
North Berkeley Wealth Management
California
$520K +$480K +3,845 New
Brown Advisory
459
Brown Advisory
Maryland
$520K +$480K +3,843 New
RWP
460
RWA Wealth Partners
Massachusetts
$518K -$26.8K -215 -5%
ACI
461
Alpha Cubed Investments
California
$518K +$749 +6 +0.2%
LF
462
Lantz Financial
Illinois
$515K +$3.25K +26 +0.7%
PFM
463
Peak Financial Management
Massachusetts
$508K +$10.6K +85 +2%
RWM
464
RKL Wealth Management
Pennsylvania
$505K +$1.12K +9 +0.2%
EC
465
Estate Counselors
Wisconsin
$501K +$462K +3,700 New
GSWM
466
Golden State Wealth Management
California
$501K -$79.9K -640 -15%
SPWG
467
Syntegra Private Wealth Group
Missouri
$500K -$62.5K -501 -12%
CIA
468
Capital Investment Advisors
Georgia
$494K +$79.8K +639 +21%
SAI
469
Savvy Advisors Inc
New York
$487K -$183K -1,468 -29%
RFP
470
Root Financial Partners
California
$484K -$24.3K -195 -5%
GC
471
Grimes & Company
Massachusetts
$481K -$3.5K -28 -0.8%
GFWA
472
Grey Fox Wealth Advisors
Delaware
$481K +$20.6K +165 +5%
LW
473
Libra Wealth
California
$480K +$442K +3,544 New
SAM
474
Sherman Asset Management
California
$479K +$4.37K +35 +1%
CAAM
475
Cornerstone Advisors Asset Management
Pennsylvania
$478K +$1.12K +9 +0.3%

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.