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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
AWM
651
Accredited Wealth Management
Kentucky
$133K
LWA
652
Lowe Wealth Advisors
Maryland
$131K
IRAG
653
Investment Research & Advisory Group
Georgia
$123K +$386 +3 +0.3%
TLA
654
Tanglewood Legacy Advisors
Texas
$122K
M
655
MOTCO
Texas
$118K +$75.2K +584 +151%
FP
656
Financial Perspectives
Minnesota
$116K
HNB
657
Huntington National Bank
Ohio
$114K
AWM
658
Abound Wealth Management
Tennessee
$110K -$644 -5 -0.6%
FMII
659
Farmers & Merchants Investments Inc
Nebraska
$108K -$4.38K -34 -4%
BL
660
Balentine LLC
Georgia
$106K
BFPW
661
BOK Financial Private Wealth
Colorado
$104K
NC
662
NewSquare Capital
Pennsylvania
$100K +$12.2K +95 +13%
LWCFA
663
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$97.6K -$23.2K -180 -18%
NSG
664
Nalls Sherbakoff Group
Tennessee
$95.8K +$101K +786 New
MPWT
665
MassMutual Private Wealth & Trust
Connecticut
$95.1K -$19.8K -154 -16%
ADL
666
Asset Dedication LLC
California
$93.4K -$29.6K -230 -23%
HT
667
Headlands Technologies
Illinois
$91.3K +$96.5K +749 New
WCM
668
Winthrop Capital Management
Indiana
$88K
NRC
669
New Republic Capital
North Carolina
$87.7K
FWA
670
FSC Wealth Advisors
New York
$82.5K +$87.2K +677 New
GEA
671
Glen Eagle Advisors
New Jersey
$78.9K -$3.99K -31 -5%
SFGP
672
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$76.2K
FWA
673
Flagship Wealth Advisors
Massachusetts
$74.2K -$901 -7 -1%
GI
674
GAMMA Investing
California
$73.6K +$17.3K +134 +29%
CFFP
675
Center for Financial Planning
Michigan
$71.7K

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.