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iShares ESG Aware MSCI USA ETF
ESGU

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: 24 → 24 (0)

4% less funds holding

Funds holding: 787 → 752 (-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
–

Top Buyers

Rank Fund Capital Flow
1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$35.2M
2
CLGM
Capitolis Liquid Global Markets
New York
+$34.7M
3
Goldman Sachs
Goldman Sachs
New York
+$30.7M
4
Northern Trust
Northern Trust
Illinois
+$30.1M
5
Wealthfront Advisers
Wealthfront Advisers
California
+$22.1M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$147M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$110M
3
LPL Financial
LPL Financial
California
-$82M
4
JP Morgan Chase
JP Morgan Chase
New York
-$69.8M
5
Morgan Stanley
Morgan Stanley
New York
-$58.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
551
Leverty Financial Group
Wisconsin
$311K – – –
SPIO
552
Seven Post Investment Office
California
$309K – – –
FIM
553
Freedom Investment Management
Connecticut
$305K +$59.6K +463 +23%
APP
554
Avantax Planning Partners
Iowa
$305K – – –
QCM
555
QRG Capital Management
Illinois
$303K -$74.2K -576 -19%
WI
556
WrapManager Inc
California
$299K +$315K +2,449 New
CCIA
557
Cherry Creek Investment Advisors
Colorado
$297K +$314K +2,438 New
PCS
558
Private Client Services
Kentucky
$297K -$2.45K -19 -0.8%
FMN
559
Financial Management Network
California
$294K +$20.9K +162 +6%
AWS
560
Aspen Wealth Strategies
Colorado
$292K +$6.44K +50 +2%
LPAM
561
Lodestar Private Asset Management
California
$292K +$48.6K +377 +19%
JFG
562
Jefferies Financial Group
New York
$291K -$139K -1,080 -31%
WFAG
563
Worth Financial Advisory Group
North Carolina
$291K -$27.7K -215 -8%
BTWM
564
Baker Tilly Wealth Management
Wisconsin
$291K -$8.89K -69 -3%
CAG
565
Csenge Advisory Group
Florida
$290K +$25.5K +198 +8%
LFA
566
Legacy Financial Advisors
Kentucky
$288K -$4.89K -38 -2%
SFC
567
Strategic Financial Concepts
Texas
$286K +$386 +3 +0.1%
Tudor Investment Corp
568
Tudor Investment Corp
Connecticut
$283K +$299K +2,322 New
SEIA
569
Signature Estate & Investment Advisors
California
$282K +$773 +6 +0.3%
WPP
570
Whalerock Point Partners
Rhode Island
$281K – – –
MWM
571
Maripau Wealth Management
Indiana
$279K -$179K -1,391 -38%
SW
572
Simplicity Wealth
New Jersey
$278K +$294K +2,283 New
NFC
573
Northstar Financial Companies
Pennsylvania
$278K – – –
WT
574
Whittier Trust
California
$276K – – –
RW
575
Rede Wealth
Virginia
$276K – – –
21 22
23
24 25

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.