We are live on ! Find out more
ESGU icon

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
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$41.8M +$21.7K +174 +0.1%
Creative Planning
27
Creative Planning
Kansas
$41.6M +$976K +7,817 +3%
CLGM
28
Capitolis Liquid Global Markets
New York
$39.1M +$2.37M +19,000 +7%
I
29
IMPACTfolio
Colorado
$37.7M +$561K +4,490 +2%
AA
30
Alesco Advisors
New York
$37.6M -$434K -3,473 -1%
Envestnet Portfolio Solutions
31
Envestnet Portfolio Solutions
Illinois
$36.8M -$3.43M -27,450 -9%
MMA
32
Miracle Mile Advisors
California
$35M +$24.3M +194,494 +303%
Mirae Asset Global Investments
33
Mirae Asset Global Investments
South Korea
$34.2M -$12.3M -98,600 -28%
MWM
34
Mission Wealth Management
California
$31.1M +$5.28M +42,277 +23%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$31M +$12.6M +100,648 +78%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$29.9M -$1.8M -14,393 -6%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$28.6M +$567K +4,545 +2%
Osaic Holdings
38
Osaic Holdings
Arizona
$28.1M -$3.14M -25,179 -11%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$26.3M -$1.78M -14,219 -7%
Raymond James Financial
40
Raymond James Financial
Florida
$25.5M -$1.87M -15,014 -7%
National Bank of Canada
41
National Bank of Canada
Quebec, Canada
$24.6M +$8.47M +67,875 +60%
MML Investors Services
42
MML Investors Services
Massachusetts
$24.3M -$2.14M -17,115 -9%
BCM
43
Brookstone Capital Management
Illinois
$24.3M +$537K +4,305 +2%
JIC
44
Joel Isaacson & Co
New York
$23.8M +$23.7K +190 +0.1%
AllianceBernstein
45
AllianceBernstein
Tennessee
$23.3M +$1.8M +14,453 +9%
ATPW
46
Ashton Thomas Private Wealth
Arizona
$23.2M -$14.5K -116 -0.1%
CGL
47
Clarius Group LLC
Washington
$23.1M -$452K -3,618 -2%
SHGA
48
Sand Hill Global Advisors
California
$22.9M -$270K -2,160 -1%
PAS
49
Park Avenue Securities
New York
$22.5M -$70.9K -568 -0.3%
RCG
50
Rock Creek Group
District of Columbia
$21.1M

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.