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iShares ESG Aware MSCI USA ETF
ESGU

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: 752 → 771 (+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: 24 → 18 (-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
–

Top Buyers

Rank Fund Capital Flow
1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$54.2M
2
Betterment LLC
Betterment LLC
New York
+$53.2M
3
Goldman Sachs
Goldman Sachs
New York
+$36.2M
4
Morgan Stanley
Morgan Stanley
New York
+$25.9M
5
MMA
Miracle Mile Advisors
California
+$24.3M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$166M
2
Northern Trust
Northern Trust
Illinois
-$164M
3
PCIG
Partners Capital Investment Group
Massachusetts
-$69.8M
4
BlackRock
BlackRock
New York
-$25.7M
5
JSW
Journey Strategic Wealth
New Jersey
-$14.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
626
Stephens Consulting
Michigan
$234K – – –
ONB
627
Old National Bancorp
Indiana
$234K – – –
NWM
628
Northwest Wealth Management
Iowa
$232K – – –
SWM
629
Schwallier Wealth Management
Michigan
$232K +$214K +1,711 New
WF
630
Welch & Forbes
Massachusetts
$231K – – –
NRG
631
Nemes Rush Group
Michigan
$231K -$749 -6 -0.4%
MAG
632
M3 Advisory Group
Massachusetts
$229K – – –
GAA
633
Global Assets Advisory
Florida
$228K +$237K +1,900 New
CW
634
Channel Wealth
California
$228K – – –
HH
635
Hilltop Holdings
Texas
$227K +$209K +1,676 New
BSSFA
636
Baron Silver Stevens Financial Advisors
Florida
$226K +$209K +1,674 New
NW
637
NewEdge Wealth
Pennsylvania
$224K +$202K +1,618 New
CIC
638
Carnegie Investment Counsel
Ohio
$223K +$206K +1,650 New
SA
639
Scarborough Advisors
Maryland
$223K +$206K +1,648 New
PIMG
640
Patriot Investment Management Group
Tennessee
$222K -$6.87K -55 -3%
EW
641
Enzi Wealth
Texas
$219K +$201K +1,609 New
PAWA
642
Palo Alto Wealth Advisors
California
$218K +$499 +4 +0.2%
GWMR
643
GC Wealth Management RIA
Massachusetts
$218K +$201K +1,609 New
AWA
644
ARQ Wealth Advisors
Arizona
$217K – – –
TCM
645
TD Capital Management
Tennessee
$216K +$375 +3 +0.2%
CCIA
646
Cherry Creek Investment Advisors
Colorado
$215K -$106K -850 -35%
MWM
647
Maripau Wealth Management
Indiana
$215K -$88K -705 -31%
SHFA
648
SC&H Financial Advisors
Maryland
$213K +$197K +1,577 New
BFS
649
BridgePort Financial Solutions
Iowa
$213K +$197K +1,575 New
PWMAG
650
Pinnacle Wealth Management Advisory Group
New Jersey
$212K +$195K +1,565 New
24 25
26
27 28

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.