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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
Two Sigma Investments
51
Two Sigma Investments
New York
$20.7M -$10.5M -83,800 -35%
ACA
52
Affinity Capital Advisors
California
$20.5M -$107K -857 -0.6%
Acadian Asset Management
53
Acadian Asset Management
Massachusetts
$18.2M +$13.7M +109,957 +450%
CL
54
Choreo LLC
Illinois
$18.1M -$2.3M -18,448 -12%
EFG
55
Erickson Financial Group
Pennsylvania
$17.5M -$9.11K -73 -0.1%
IWC
56
Integrated Wealth Concepts
Massachusetts
$17.3M -$24.8K -199 -0.2%
FLPIM
57
F.L. Putnam Investment Management
Massachusetts
$17M +$16.6K +133 +0.1%
DL
58
DOHJ LLC
Washington
$16.7M -$1.79M -14,378 -9%
NA
59
NewEdge Advisors
Louisiana
$16.6M +$329K +2,638 +2%
Corient Private Wealth
60
Corient Private Wealth
Florida
$16.5M -$606K -4,852 -4%
AG
61
AlTi Global
New York
$16.1M -$396K -3,176 -3%
SHJ
62
Sharkey, Howes & Javer
Colorado
$15.1M -$1.66M -13,303 -11%
OWA
63
One Wealth Advisors
California
$14.4M -$253K -2,023 -2%
Toronto Dominion Bank
64
Toronto Dominion Bank
Ontario, Canada
$13.5M +$12.5M +100,000 New
MD
65
Money Design
Japan
$13.3M +$7.12K +57 +0.1%
AC
66
Apella Capital
Connecticut
$13M -$620K -4,967 -5%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$13M +$22.8K +183 +0.2%
BEC
68
Blue Edge Capital
Virginia
$13M -$267K -2,141 -2%
C1AG
69
Client 1st Advisory Group
Florida
$12.9M -$206K -1,650 -2%
SEI Investments
70
SEI Investments
Pennsylvania
$12.7M -$253K -2,030 -2%
SCA
71
STALEY CAPITAL ADVISERS
Pennsylvania
$12.2M
Cerity Partners
72
Cerity Partners
New York
$11.9M +$2.14M +17,166 +24%
HI
73
Harbour Investments
Wisconsin
$11.9M +$125K +1,005 +1%
Mariner
74
Mariner
Kansas
$11.9M -$390K -3,128 -3%
VHAM
75
Van Hulzen Asset Management
California
$11.8M +$51.6K +413 +0.5%

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.