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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
PFM
476
Peak Financial Management
Massachusetts
$447K -$9.66K -75 -2%
AAS
477
Ameritas Advisory Services
Nebraska
$446K +$4.76K +37 +1%
BAAM
478
Baker Avenue Asset Management
California
$442K -$50.6K -393 -10%
GC
479
Grimes & Company
Massachusetts
$437K -$1.42K -11 -0.3%
OPWM
480
Oregon Pacific Wealth Management
Oregon
$431K +$135K +1,048 +42%
CAAM
481
Cornerstone Advisors Asset Management
Pennsylvania
$430K +$1.16K +9 +0.3%
WSFS
482
Wilmington Savings Fund Society
Delaware
$429K +$10.4K +81 +2%
UFA
483
US Financial Advisors
Massachusetts
$428K
CG
484
Caprock Group
Idaho
$428K -$10.8K -84 -2%
SAM
485
Sherman Asset Management
California
$427K +$4.64K +36 +1%
LLWM
486
Life Line Wealth Management
California
$423K +$15.8K +123 +4%
FNB
487
Farmers National Bank
Kentucky
$415K +$5.41K +42 +1%
WHCI
488
W.H. Cornerstone Investments
Massachusetts
$415K +$1.03K +8 +0.2%
GFWA
489
Grey Fox Wealth Advisors
Delaware
$413K +$76.2K +592 +21%
FAIM
490
Financial Advocates Investment Management
Washington
$408K -$721K -5,598 -63%
SVWAG
491
Sound View Wealth Advisors Group
Georgia
$407K
WIM
492
WealthPlan Investment Management
Nebraska
$402K +$1.16K +9 +0.3%
SAS
493
Sage Advisory Services
Texas
$402K
MCM
494
MontVue Capital Management
Virginia
$400K
TF
495
Trek Financial
Arizona
$399K -$6.57K -51 -2%
SYBT
496
Stock Yards Bank & Trust
Kentucky
$399K
CI
497
CX Institutional
Indiana
$398K +$420K +3,262 New
DWM
498
Destination Wealth Management
California
$397K +$5.67K +44 +1%
T
499
Tableaux
Massachusetts
$396K -$59.5K -462 -12%
MA
500
MONECO Advisors
Connecticut
$395K +$4.76K +37 +1%

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.