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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
JSW
51
Journey Strategic Wealth
New Jersey
$18.8M -$11.9M -92,296 -37%
CL
52
Choreo LLC
Illinois
$18.6M -$1.19M -9,256 -6%
ACA
53
Affinity Capital Advisors
California
$17.7M +$154K +1,192 +0.8%
EFG
54
Erickson Financial Group
Pennsylvania
$15.8M +$16.9K +131 +0.1%
Fidelity Investments
55
Fidelity Investments
Massachusetts
$15.7M +$7.54M +58,586 +84%
IWC
56
Integrated Wealth Concepts
Massachusetts
$15.6M -$522K -4,054 -3%
Corient Private Wealth
57
Corient Private Wealth
Florida
$15.4M +$218K +1,694 +1%
FLPIM
58
F.L. Putnam Investment Management
Massachusetts
$15.3M +$1.93M +15,014 +14%
SHJ
59
Sharkey, Howes & Javer
Colorado
$15.2M -$5.67M -44,009 -26%
AG
60
AlTi Global
New York
$14.9M +$148K +1,149 +0.9%
NA
61
NewEdge Advisors
Louisiana
$14.6M -$4.26M -33,046 -22%
National Bank of Canada
62
National Bank of Canada
Quebec, Canada
$13.9M +$4.58M +35,600 +46%
OWA
63
One Wealth Advisors
California
$13.2M -$1.1M -8,555 -7%
Schroder Investment Management Group
64
Schroder Investment Management Group
United Kingdom
$12.8M -$301K -2,338 -2%
OIA
65
OneDigital Investment Advisors
Kansas
$12.2M -$745K -5,782 -5%
MD
66
Money Design
Japan
$12M -$5.44M -42,234 -30%
AC
67
Apella Capital
Connecticut
$12M -$1.8M -14,000 -12%
BEC
68
Blue Edge Capital
Virginia
$11.9M -$219K -1,697 -2%
C1AG
69
Client 1st Advisory Group
Florida
$11.8M -$115K -896 -0.9%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$11.7M +$113K +880 +0.9%
SEI Investments
71
SEI Investments
Pennsylvania
$11.7M -$309K -2,401 -2%
CAM
72
Clarity Asset Management
Iowa
$11.2M +$1.4M +10,840 +13%
Mariner
73
Mariner
Kansas
$11.1M -$531K -4,121 -4%
SCA
74
STALEY CAPITAL ADVISERS
Pennsylvania
$11M -$1.31M -10,135 -10%
Truist Financial
75
Truist Financial
North Carolina
$10.6M -$153K -1,185 -1%

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.