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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
WSFS
476
Wilmington Savings Fund Society
Delaware
$476K
OPWM
477
Oregon Pacific Wealth Management
Oregon
$476K -$2.25K -18 -0.5%
5W
478
5T Wealth
California
$474K -$286K -2,294 -40%
AF
479
Advisornet Financial
Minnesota
$473K -$52.3K -419 -11%
FNB
480
Farmers National Bank
Kentucky
$465K +$4K +32 +0.9%
LGWM
481
Litman Gregory Wealth Management
California
$463K +$28.8K +231 +7%
BAAM
482
Baker Avenue Asset Management
California
$462K -$26.3K -211 -6%
NAS
483
NWF Advisory Services
California
$456K +$21.8K +175 +5%
US Bancorp
484
US Bancorp
Minnesota
$455K +$28K +224 +7%
EL
485
EQ LLC
Washington
$453K +$52.1K +417 +14%
AA
486
Armis Advisers
Georgia
$449K +$188K +1,506 +83%
DWM
487
Destination Wealth Management
California
$446K +$5.12K +41 +1%
MCM
488
MontVue Capital Management
Virginia
$443K -$375 -3 -0.1%
CI
489
CX Institutional
Indiana
$441K
LFA
490
Legacy Financial Advisors
Kentucky
$441K +$111K +893 +38%
T
491
Tableaux
Massachusetts
$438K -$1.37K -11 -0.3%
B
492
Bailard
California
$437K -$95K -761 -19%
BWA
493
BCU Wealth Advisors
Illinois
$435K +$749 +6 +0.2%
SYBT
494
Stock Yards Bank & Trust
Kentucky
$432K -$9.61K -77 -2%
LLWM
495
Life Line Wealth Management
California
$432K -$35.3K -283 -8%
ST
496
Smithfield Trust
Pennsylvania
$425K
BFG
497
Buttonwood Financial Group
Missouri
$425K -$2.25K -18 -0.6%
TF
498
Theory Financial
Colorado
$424K +$1.25K +10 +0.3%
CIBC Private Wealth Group
499
CIBC Private Wealth Group
Georgia
$418K
OC
500
Oppenheimer & Co
New York
$416K -$13.6K -109 -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.