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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
SF
626
Synovus Financial
Georgia
$209K -$348K -2,699 -61%
NWM
627
Northwest Wealth Management
Iowa
$209K +$18K +140 +9%
NRG
628
Nemes Rush Group
Michigan
$209K +$644 +5 +0.3%
WF
629
Welch & Forbes
Massachusetts
$208K -$19.8K -154 -8%
TIM
630
Tortoise Investment Management
New York
$208K +$10.3K +80 +5%
MAG
631
M3 Advisory Group
Massachusetts
$207K
PIMG
632
Patriot Investment Management Group
Tennessee
$207K -$110K -855 -34%
PAWA
633
Palo Alto Wealth Advisors
California
$206K +$515 +4 +0.2%
NL
634
NWAM LLC
Washington
$206K -$128K -996 -37%
CA
635
Claro Advisors
Massachusetts
$206K +$218K +1,692 New
CW
636
Channel Wealth
California
$205K +$217K +1,684 New
Financial Engines Advisors
637
Financial Engines Advisors
California
$205K -$188K -1,461 -46%
CFD
638
Creative Financial Designs
Indiana
$196K -$14.4K -112 -7%
TCM
639
TD Capital Management
Tennessee
$195K +$515 +4 +0.3%
BONH
640
Bank of New Hampshire
New Hampshire
$185K -$9.02K -70 -4%
AT
641
Arlington Trust
Alabama
$185K +$90.1K +700 +85%
Russell Investments Group
642
Russell Investments Group
United Kingdom
$184K -$15.2K -118 -7%
GWANC
643
Guardian Wealth Advisors (North Carolina)
North Carolina
$176K -$158K -1,223 -46%
EI
644
eCIO Inc
Wisconsin
$167K +$176K +1,367 New
BCWM
645
Bartlett & Co Wealth Management
Ohio
$165K +$33K +256 +23%
NS
646
NBC Securities
Alabama
$158K +$167K +1,296 +129,600%
IRC
647
Investors Research Corp
Georgia
$139K +$19.3K +150 +15%
GWSG
648
GPS Wealth Strategies Group
Colorado
$138K
JWA
649
JFS Wealth Advisors
Pennsylvania
$136K +$43.7K +339 +44%
LFG
650
Larson Financial Group
Missouri
$133K -$25.8K -200 -15%

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.