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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
HighTower Advisors
26
HighTower Advisors
Illinois
$38.7M -$883K -6,860 -2%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$37.6M -$1.36M -10,526 -3%
Citigroup
28
Citigroup
New York
$37.3M -$30.8M -238,790 -44%
Creative Planning
29
Creative Planning
Kansas
$36.5M +$4.16M +32,277 +12%
Envestnet Portfolio Solutions
30
Envestnet Portfolio Solutions
Illinois
$36.5M -$26.4M -205,362 -41%
AA
31
Alesco Advisors
New York
$34.3M -$1.53M -11,919 -4%
I
32
IMPACTfolio
Colorado
$33.4M -$92.7K -720 -0.3%
CLGM
33
Capitolis Liquid Global Markets
New York
$32.8M +$34.7M +269,800 New
Two Sigma Investments
34
Two Sigma Investments
New York
$28.9M -$8.42M -65,400 -22%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$28.7M -$10M -77,680 -25%
Osaic Holdings
36
Osaic Holdings
Arizona
$28.5M -$3.26M -25,343 -10%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$25.4M -$1.17M -9,119 -4%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$25M +$394K +3,060 +2%
Raymond James Financial
39
Raymond James Financial
Florida
$24.8M +$4.51K +35 +0%
MML Investors Services
40
MML Investors Services
Massachusetts
$24M -$16.5M -128,456 -39%
MWM
41
Mission Wealth Management
California
$22.9M +$1.9M +14,792 +9%
JIC
42
Joel Isaacson & Co
New York
$21.4M +$1.31M +10,144 +6%
BCM
43
Brookstone Capital Management
Illinois
$21.3M +$116K +901 +0.5%
CGL
44
Clarius Group LLC
Washington
$21.3M +$1.76M +13,632 +8%
ATPW
45
Ashton Thomas Private Wealth
Arizona
$20.9M -$26.5K -206 -0.1%
SHGA
46
Sand Hill Global Advisors
California
$20.9M +$370K +2,873 +2%
PAS
47
Park Avenue Securities
New York
$20.3M -$15.3M -118,616 -42%
RCG
48
Rock Creek Group
District of Columbia
$19.6M -$5.49M -42,600 -21%
AllianceBernstein
49
AllianceBernstein
Tennessee
$19.2M +$1.57M +12,215 +8%
DL
50
DOHJ LLC
Washington
$19.2M -$2.52M -19,572 -11%

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.