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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
VPP
601
Vertex Planning Partners
Illinois
$233K -$22.8K -177 -8%
CAAS
602
Capital Asset Advisory Services
Michigan
$233K -$147K -1,138 -38%
PSCM
603
Per Stirling Capital Management
Texas
$232K
BWM
604
BKM Wealth Management
Wisconsin
$232K -$62.8K -488 -20%
AWA
605
Amplius Wealth Advisors
Pennsylvania
$231K
GCM
606
Gallacher Capital Management
Colorado
$227K
QCM
607
Quantinno Capital Management
New York
$227K +$240K +1,866 New
SFS
608
Security Financial Services
Indiana
$227K -$25K -194 -9%
HTC
609
Haverford Trust Company
Pennsylvania
$226K
AA
610
ArborFi Advisors
Michigan
$225K +$13K +101 +6%
CF
611
Centaurus Financial
California
$223K -$64.8K -503 -22%
KA
612
Klingman & Associates
New York
$223K
AFW
613
Avantra Family Wealth
Pennsylvania
$222K +$515 +4 +0.2%
CFO
614
Callan Family Office
Pennsylvania
$221K +$1.03K +8 +0.4%
AA
615
Armis Advisers
Georgia
$220K -$22.8K -177 -9%
DOA
616
D'Orazio & Associates
Virginia
$219K +$18K +140 +8%
AWA
617
ARQ Wealth Advisors
Arizona
$217K
CAG
618
Curtis Advisory Group
California
$215K
FCA
619
Fortis Capital Advisors
Kansas
$213K -$92.5K -718 -29%
FDCP
620
Foster Dykema Cabot & Partners
Massachusetts
$212K
CFS
621
CRA Financial Services
New Jersey
$212K
SC
622
Stephens Consulting
Michigan
$211K
RIM
623
Redwood Investment Management
Arizona
$211K -$13.3K -103 -6%
ONB
624
Old National Bancorp
Indiana
$211K +$223K +1,728 New
BFA
625
Bragg Financial Advisors
North Carolina
$210K +$222K +1,723 New

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.