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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
NSG
701
Nalls Sherbakoff Group
Tennessee
$74.4K -$29.5K -236 -30%
PP
702
PrairieView Partners
Minnesota
$72K +$9.61K +77 +17%
FWA
703
Flagship Wealth Advisors
Massachusetts
$71.8K -$9.74K -78 -13%
HIA
704
Harbor Investment Advisory
Maryland
$71.3K
BBHC
705
Brown Brothers Harriman & Co
New York
$69K
CPG
706
Cornerstone Planning Group
New Jersey
$68.7K -$11.9K -95 -16%
GIM
707
Glenmede Investment Management
Pennsylvania
$57.1K +$52.7K +422 New
AIC
708
Archer Investment Corporation
Indiana
$55.9K
OLVIG
709
Oliver Lagore Vanvalin Investment Group
Michigan
$51.2K +$52.4K +420 New
Fifth Third Bancorp
710
Fifth Third Bancorp
Ohio
$50.3K
DFA
711
DHJJ Financial Advisors
Illinois
$49.4K
CA
712
Centerpoint Advisors
Massachusetts
$49K +$4.12K +33 +10%
AG
713
AmeriFlex Group
Nevada
$44.8K +$10.9K +87 +35%
JFGIW
714
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$41.9K
FFWM
715
Future Financial Wealth Management
Ohio
$40.7K
FFO
716
Fortitude Family Office
Arizona
$39.9K
IHWM
717
Iron Horse Wealth Management
Iowa
$37.5K
RIL
718
Rothschild Investment LLC
Illinois
$36.4K +$13K +104 +63%
CFO
719
CVA Family Office
Colorado
$34.8K
BF
720
BOK Financial
Oklahoma
$31K
CWP
721
Concord Wealth Partners
Virginia
$30K
CSPIA
722
Cary Street Partners Investment Advisory
Virginia
$29.8K +$375 +3 +1%
RP
723
Rice Partnership
Hawaii
$28.8K
BLC
724
Brown, Lisle/Cummings
Rhode Island
$28.3K
WCM
725
WealthTrak Capital Management
Virginia
$27.7K +$749 +6 +3%

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.