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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
SIM
651
Stratos Investment Management
Ohio
$210K +$194K +1,555 New
CFS
652
Commonwealth Financial Services
West Virginia
$208K +$192K +1,537 New
PC
653
Pecaut & Co
Iowa
$208K +$192K +1,535 New
OPPS
654
Obsidian Personal Planning Solutions
Maryland
$207K +$191K +1,529 New
FFC
655
Frederick Financial Consultants
Maryland
$206K +$190K +1,522 New
AT
656
Arlington Trust
Alabama
$206K
WGC
657
Watts Gwilliam & Co
Arizona
$204K +$176K +1,410 New
GWP
658
Gateway Wealth Partners
Wisconsin
$203K +$187K +1,501 New
BFA
659
Bragg Financial Advisors
North Carolina
$201K -$29.3K -235 -14%
GWANC
660
Guardian Wealth Advisors (North Carolina)
North Carolina
$195K +$250 +2 +0.1%
M
661
MOTCO
Texas
$193K +$52.7K +422 +43%
AAS
662
Ameritas Advisory Services
Nebraska
$191K -$268K -2,145 -60%
NS
663
NBC Securities
Alabama
$190K +$13.7K +110 +8%
BONH
664
Bank of New Hampshire
New Hampshire
$179K -$25K -200 -13%
BCWM
665
Bartlett & Co Wealth Management
Ohio
$175K -$7.62K -61 -5%
IRC
666
Investors Research Corp
Georgia
$173K +$18K +144 +13%
SWP
667
Strategic Wealth Partners
Ohio
$172K +$159K +1,274 New
LFG
668
Larson Financial Group
Missouri
$172K +$22.5K +180 +16%
Russell Investments Group
669
Russell Investments Group
United Kingdom
$166K -$35.3K -283 -19%
CFD
670
Creative Financial Designs
Indiana
$161K -$51.8K -415 -26%
Qube Research & Technologies (QRT)
671
Qube Research & Technologies (QRT)
United Kingdom
$161K -$464K -3,715 -76%
TPWA
672
Twin Peaks Wealth Advisors
California
$158K +$140K +1,122 New
GWSG
673
GPS Wealth Strategies Group
Colorado
$153K
JWA
674
JFS Wealth Advisors
Pennsylvania
$148K -$2.62K -21 -2%
LWA
675
Lowe Wealth Advisors
Maryland
$145K

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.