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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
BLC
701
Brown, Lisle/Cummings
Rhode Island
$25.5K
WCM
702
WealthTrak Capital Management
Virginia
$24.3K +$6.44K +50 +34%
TC
703
Trust Company
Kansas
$23.7K
CWC
704
Carolinas Wealth Consulting
North Carolina
$23.3K
RMP
705
Richards, Merrill & Peterson
Washington
$23.2K
KFI
706
Key Financial Inc
Pennsylvania
$22.8K
DF
707
Dunhill Financial
United Kingdom
$22.5K +$4.38K +34 +23%
PG
708
Proffitt & Goodson
Tennessee
$22.3K +$23.6K +183 New
SIC
709
Salem Investment Counselors
North Carolina
$21.5K
EWA
710
Elevate Wealth Advisory
Georgia
$21.5K
CIA
711
Cape Investment Advisory
Georgia
$20.5K -$5.15K -40 -19%
RIL
712
Rothschild Investment LLC
Illinois
$20.1K -$16.1K -125 -43%
SL
713
Salomon & Ludwin
Virginia
$19.6K
CRFG
714
Columbia River Financial Group
Washington
$19K +$20.3K +158 New
CCMI
715
Creative Capital Management Investments
California
$18.8K
NP
716
NorthRock Partners
Minnesota
$18.3K -$31.9K -248 -62%
CBT
717
Crews Bank & Trust
Florida
$18.3K
DRP
718
Decker Retirement Planning
Utah
$17.7K
ACA
719
Atlas Capital Advisors
Wyoming
$17.4K
BWM
720
Bernard Wealth Management
Michigan
$17.1K
Q1WB
721
Quest 10 Wealth Builders
Virginia
$16.7K
KGP
722
Keystone Global Partners
Colorado
$15.5K +$16.4K +127 New
SSB
723
Sandy Spring Bank
Maryland
$15.2K
CB
724
Community Bank
New York
$15.2K
RWM
725
Ruedi Wealth Management
Illinois
$15K +$644 +5 +4%

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.