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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
CWM
526
Cornerstone Wealth Management
Missouri
$376K
VWM
527
Venturi Wealth Management
Texas
$375K +$6.87K +55 +2%
WB
528
WesBanco Bank
West Virginia
$370K -$33.6K -269 -9%
IAA
529
Independent Advisor Alliance
North Carolina
$366K +$338K +2,704 New
Financial Engines Advisors
530
Financial Engines Advisors
California
$366K +$127K +1,020 +61%
FPCP
531
Fort Point Capital Partners
California
$366K -$3.62K -29 -1%
SPP
532
Single Point Partners
Massachusetts
$363K +$10.1K +81 +3%
CA
533
Clearstead Advisors
Ohio
$362K +$999 +8 +0.3%
TW
534
TritonPoint Wealth
Maryland
$362K
SVWAG
535
Sound View Wealth Advisors Group
Georgia
$361K -$83.6K -670 -20%
GLLW
536
Graves Light Lenhart Wealth
Virginia
$359K -$45.6K -365 -12%
VCM
537
Vivaldi Capital Management
Illinois
$358K
HKIMG
538
Hutchens & Kramer Investment Management Group
Indiana
$358K -$874 -7 -0.3%
CFS
539
CGC Financial Services
Oregon
$358K -$42.8K -343 -11%
SB
540
Semitam Bonam
New York
$355K +$328K +2,625 New
WPW
541
Waldron Private Wealth
Pennsylvania
$355K +$4.74K +38 +1%
MIA
542
Milestone Investment Advisors
Wisconsin
$353K -$34K -272 -9%
EFS
543
Essex Financial Services
Connecticut
$353K +$125 +1 +0%
CAAS
544
Capital Asset Advisory Services
Michigan
$346K +$83.9K +672 +36%
SIS
545
Sound Income Strategies
Florida
$345K +$45.8K +367 +17%
LFG
546
Leverty Financial Group
Wisconsin
$345K
SPIO
547
Seven Post Investment Office
California
$343K
FIM
548
Freedom Investment Management
Connecticut
$342K +$3K +24 +1%
APP
549
Avantax Planning Partners
Iowa
$338K
FSA
550
Financial Services Advisory
Maryland
$337K +$311K +2,492 New

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.