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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
TFM
576
Trademark Financial Management
Minnesota
$274K
PNC Financial Services Group
577
PNC Financial Services Group
Pennsylvania
$274K -$27.2K -211 -9%
SFG
578
Sage Financial Group
Pennsylvania
$271K
BA
579
Bellwether Advisors
Nebraska
$271K
AWM
580
Atticus Wealth Management
Florida
$267K +$8.37K +65 +3%
SIS
581
Sound Income Strategies
Florida
$266K +$1.67K +13 +0.6%
CAL
582
Capital Analysts LLC
Pennsylvania
$266K +$78.4K +609 +39%
DW30
583
Drucker Wealth 3.0
New Jersey
$264K -$9.4K -73 -3%
MWP
584
Moller Wealth Partners
$263K -$2.32K -18 -0.8%
SPAS
585
Spectrum Planning & Advisory Services
California
$259K -$38.6K -300 -12%
DWM
586
Diversify Wealth Management
Utah
$258K +$275K +2,135 New
PVI
587
Pine Valley Investments
New Jersey
$257K +$2.45K +19 +0.9%
SWM
588
SeaCrest Wealth Management
New York
$257K -$45.1K -350 -14%
NCM
589
Novare Capital Management
North Carolina
$255K
SWC
590
Spectrum Wealth Counsel
Indiana
$255K -$2.51M -19,505 -90%
NA
591
Novus Advisors
South Carolina
$251K -$9.79K -76 -4%
HWM
592
Horizons Wealth Management
North Carolina
$251K -$14.6K -113 -5%
QWM
593
Quadcap Wealth Management
Texas
$246K -$25.5K -198 -9%
NA
594
Note Advisors
New York
$244K
PA
595
Pinnacle Associates
New York
$242K
PF
596
Prosperitas Financial
California
$242K +$256K +1,985 New
NSAM
597
North Star Asset Management
Wisconsin
$240K -$3.86K -30 -2%
CWM
598
Centurion Wealth Management
Virginia
$238K
EI
599
Ethic Inc
New York
$236K
ODIJL
600
One Day In July LLC
Vermont
$235K -$8.76K -68 -3%

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.