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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
CA
676
Continuum Advisory
Idaho
$70.5K +$19.1K +148 +34%
CPG
677
Cornerstone Planning Group
New Jersey
$69.5K +$24.1K +187 +46%
PFBT
678
Parkside Financial Bank & Trust
Missouri
$69.2K +$39.8K +309 +119%
RA
679
Rise Advisors
New York
$67.9K +$258 +2 +0.4%
HIA
680
Harbor Investment Advisory
Maryland
$64.2K
BBHC
681
Brown Brothers Harriman & Co
New York
$62.2K
PP
682
PrairieView Partners
Minnesota
$55K +$258 +2 +0.4%
GT
683
Glenmede Trust
Pennsylvania
$51.4K
AIC
684
Archer Investment Corporation
Indiana
$50.3K
Fifth Third Bancorp
685
Fifth Third Bancorp
Ohio
$45.4K -$27.7K -215 -37%
DFA
686
DHJJ Financial Advisors
Illinois
$44.5K
CA
687
Centerpoint Advisors
Massachusetts
$40K +$8.24K +64 +24%
JFGIW
688
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$37.8K
FFWM
689
Future Financial Wealth Management
Ohio
$36.7K
FFO
690
Fortitude Family Office
Arizona
$36K
CT
691
Clearstead Trust
Maine
$33.9K
IHWM
692
Iron Horse Wealth Management
Iowa
$33.8K -$4.64K -36 -12%
CFO
693
CVA Family Office
Colorado
$31.3K
CAWM
694
Capital A Wealth Management
Pennsylvania
$31.3K +$9.02K +70 +37%
AG
695
AmeriFlex Group
Nevada
$30.3K +$8.89K +69 +39%
BF
696
BOK Financial
Oklahoma
$27.9K
T
697
Transce3nd
Texas
$27.4K -$50.5K -392 -64%
CWP
698
Concord Wealth Partners
Virginia
$27.1K
CSPIA
699
Cary Street Partners Investment Advisory
Virginia
$26.5K -$35.7K -277 -56%
RP
700
Rice Partnership
Hawaii
$26K

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.