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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
ECM
501
Evergreen Capital Management
Washington
$414K -$9.36K -75 -2%
PFS
502
Prospera Financial Services
Texas
$414K +$24.3K +195 +7%
VBFP
503
Valtinson Bruner Financial Planning
Minnesota
$412K +$10.7K +86 +3%
FCH
504
Freestone Capital Holdings
Washington
$410K -$12.7K -102 -3%
DSN
505
D. Scott Neal
Kentucky
$408K
FMN
506
Financial Management Network
California
$406K +$37.7K +302 +11%
SDJVC
507
St. Denis J. Villere & Co
Louisiana
$406K
PCH
508
PGIM Custom Harvest
New Jersey
$405K -$19.5K -156 -5%
CFG
509
Citizens Financial Group
Rhode Island
$401K
XF
510
XML Financial
Maryland
$400K
PWS
511
Precision Wealth Strategies
Missouri
$399K +$368K +2,949 New
MG
512
Mather Group
Illinois
$398K -$90.8K -727 -20%
WA
513
Wealthstream Advisors
New York
$398K
SF
514
Synovus Financial
Georgia
$398K +$153K +1,222 +71%
PS
515
Principal Securities
Iowa
$396K -$441K -3,535 -55%
PP
516
PDS Planning
Ohio
$396K -$6.37K -51 -2%
BWMG
517
Barnes Wealth Management Group
California
$389K
ATC
518
Argent Trust Co
Tennessee
$388K
MMHP
519
Murphy Middleton Hinkle & Parker
Georgia
$388K
FF
520
Finley Financial
Nevada
$387K
GWP
521
Gen-Wealth Partners
Michigan
$384K +$3K +24 +0.9%
AFG
522
ABLE Financial Group
Arizona
$384K -$45.8K -367 -11%
WHCI
523
W.H. Cornerstone Investments
Massachusetts
$380K -$74.7K -598 -18%
OPWM
524
Oxinas Partners Wealth Management
Indiana
$380K -$50.7K -406 -13%
FYW
525
Future You Wealth
New York
$379K -$38.6K -309 -10%

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.