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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
TF
551
Trek Financial
Arizona
$336K -$97.7K -783 -24%
QCM
552
QRG Capital Management
Illinois
$336K -$749 -6 -0.2%
PCS
553
Private Client Services
Kentucky
$330K +$999 +8 +0.3%
PVI
554
Pine Valley Investments
New Jersey
$329K +$39.4K +316 +15%
MA
555
MONECO Advisors
Connecticut
$325K -$104K -836 -26%
AWS
556
Aspen Wealth Strategies
Colorado
$324K
PFA
557
Pettinga Financial Advisors
Indiana
$323K -$75.9K -608 -20%
CAG
558
Csenge Advisory Group
Florida
$323K -$3.62K -29 -1%
LPAM
559
Lodestar Private Asset Management
California
$322K -$1.25K -10 -0.4%
SAG
560
SageView Advisory Group
California
$321K -$840K -6,728 -74%
SPAS
561
Spectrum Planning & Advisory Services
California
$321K +$30.8K +247 +12%
BTWM
562
Baker Tilly Wealth Management
Wisconsin
$319K -$3.62K -29 -1%
AWM
563
Atticus Wealth Management
Florida
$318K +$20.2K +162 +7%
AAP
564
Arax Advisory Partners
Colorado
$318K -$170K -1,359 -37%
NL
565
NWAM LLC
Washington
$318K +$77.9K +624 +37%
MWA
566
Merkkuri Wealth Advisors
New York
$318K -$379K -3,032 -56%
TL
567
Tradewinds LLC
North Carolina
$318K +$293K +2,347 New
SEIA
568
Signature Estate & Investment Advisors
California
$313K +$749 +6 +0.3%
QCM
569
Quantinno Capital Management
New York
$312K +$55.3K +443 +24%
WPP
570
Whalerock Point Partners
Rhode Island
$312K
TFM
571
Trademark Financial Management
Minnesota
$310K +$5.24K +42 +2%
NFC
572
Northstar Financial Companies
Pennsylvania
$308K
CAL
573
Capital Analysts LLC
Pennsylvania
$308K +$13.4K +107 +5%
FAIM
574
Financial Advocates Investment Management
Washington
$307K -$43.3K -347 -10%
WT
575
Whittier Trust
California
$306K

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.