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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
XF
526
XML Financial
Maryland
$361K -$262K -2,031 -41%
VBFP
527
Valtinson Bruner Financial Planning
Minnesota
$361K +$41.2K +320 +12%
BFG
528
Buttonwood Financial Group
Missouri
$360K +$92K +714 +29%
WA
529
Wealthstream Advisors
New York
$359K +$1.03K +8 +0.3%
EL
530
EQ LLC
Washington
$357K +$60.7K +471 +19%
MIA
531
Milestone Investment Advisors
Wisconsin
$351K +$258 +2 +0.1%
BWMG
532
Barnes Wealth Management Group
California
$351K
ATC
533
Argent Trust Co
Tennessee
$350K
PFS
534
Prospera Financial Services
Texas
$349K -$43.5K -338 -11%
FF
535
Finley Financial
Nevada
$346K
GWP
536
Gen-Wealth Partners
Michigan
$343K -$1.07M -8,287 -75%
CWM
537
Cornerstone Wealth Management
Missouri
$339K -$97.2K -755 -21%
CIBC Private Wealth Group
538
CIBC Private Wealth Group
Georgia
$334K -$25.1K -195 -6%
FPCP
539
Fort Point Capital Partners
California
$333K
VWM
540
Venturi Wealth Management
Texas
$331K +$59.2K +460 +20%
TW
541
TritonPoint Wealth
Maryland
$326K
FFA
542
Founders Financial Alliance
North Carolina
$326K -$67K -520 -16%
CA
543
Clearstead Advisors
Ohio
$326K
VWWMG
544
Vermillion & White Wealth Management Group
Pennsylvania
$324K
HKIMG
545
Hutchens & Kramer Investment Management Group
Indiana
$324K +$6.57K +51 +2%
VCM
546
Vivaldi Capital Management
Illinois
$323K
EFS
547
Essex Financial Services
Connecticut
$318K +$129 +1 +0%
SPP
548
Single Point Partners
Massachusetts
$317K +$9.92K +77 +3%
WPW
549
Waldron Private Wealth
Pennsylvania
$315K +$15.7K +122 +5%
AWM
550
Alterna Wealth Management
Texas
$314K

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.