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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
IRAG
676
Investment Research & Advisory Group
Georgia
$137K +$250 +2 +0.2%
TLA
677
Tanglewood Legacy Advisors
Texas
$135K
FP
678
Financial Perspectives
Minnesota
$129K
HNB
679
Huntington National Bank
Ohio
$126K
AWM
680
Abound Wealth Management
Tennessee
$122K
FMII
681
Farmers & Merchants Investments Inc
Nebraska
$120K
BL
682
Balentine LLC
Georgia
$118K
AWM
683
Accredited Wealth Management
Kentucky
$117K -$28.1K -225 -21%
BFPW
684
BOK Financial Private Wealth
Colorado
$115K
LWCFA
685
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$113K
NC
686
NewSquare Capital
Pennsylvania
$111K
ADL
687
Asset Dedication LLC
California
$108K +$3.75K +30 +4%
MPWT
688
MassMutual Private Wealth & Trust
Connecticut
$106K
MIA
689
MeadowBrook Investment Advisors
Michigan
$101K +$93.1K +746 New
ETC
690
Exchange Traded Concepts
Oklahoma
$100K +$92.5K +741 New
NRC
691
New Republic Capital
North Carolina
$97.3K
WCM
692
Winthrop Capital Management
Indiana
$97K
CT
693
Clearstead Trust
Maine
$89.2K +$47.6K +381 +137%
SS
694
Sunbelt Securities
Texas
$88.2K +$75.5K +605 +756%
GI
695
GAMMA Investing
California
$81.7K
CFFP
696
Center for Financial Planning
Michigan
$79.6K
PFBT
697
Parkside Financial Bank & Trust
Missouri
$76.9K
HT
698
Headlands Technologies
Illinois
$76K -$23.3K -187 -25%
RA
699
Rise Advisors
New York
$75.5K +$125 +1 +0.2%
GEA
700
Glen Eagle Advisors
New Jersey
$75.4K -$11.1K -89 -14%

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.