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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
JFG
601
Jefferies Financial Group
New York
$261K -$57.9K -464 -19%
ODIJL
602
One Day In July LLC
Vermont
$261K
VPP
603
Vertex Planning Partners
Illinois
$260K +$874 +7 +0.4%
CWM
604
Chesapeake Wealth Management
Virginia
$259K +$239K +1,915 New
EI
605
Ethic Inc
New York
$259K
BWM
606
BKM Wealth Management
Wisconsin
$257K
BDF
607
Black Diamond Financial
Maryland
$256K +$236K +1,893 New
DW30
608
Drucker Wealth 3.0
New Jersey
$253K -$38.2K -306 -14%
GCM
609
Gallacher Capital Management
Colorado
$252K
AA
610
ArborFi Advisors
Michigan
$252K +$2.75K +22 +1%
TIM
611
Tortoise Investment Management
New York
$252K +$19.6K +157 +9%
HTC
612
Haverford Trust Company
Pennsylvania
$251K
LWM
613
Liberty Wealth Management
California
$250K +$230K +1,845 New
KA
614
Klingman & Associates
New York
$247K
CF
615
Centaurus Financial
California
$246K -$2.12K -17 -0.9%
MWG
616
Martin Worley Group
Utah
$246K +$227K +1,815 New
CFO
617
Callan Family Office
Pennsylvania
$245K
CFG
618
Cooper Financial Group
California
$245K -$469K -3,758 -67%
ECA
619
Elevation Capital Advisory
Oregon
$244K +$225K +1,802 New
DOA
620
D'Orazio & Associates
Virginia
$243K
AFW
621
Avantra Family Wealth
Pennsylvania
$241K -$4.74K -38 -2%
SFS
622
Security Financial Services
Indiana
$238K -$12K -96 -5%
FCA
623
Fortis Capital Advisors
Kansas
$236K -$499 -4 -0.2%
FDCP
624
Foster Dykema Cabot & Partners
Massachusetts
$235K
WI
625
WrapManager Inc
California
$235K -$88.6K -710 -29%

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.