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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
SRCM
726
Signature Resources Capital Management
California
$15K
MAFA
727
MJT & Associates Financial Advisory
Minnesota
$14.8K +$15.6K +121 New
GFPC
728
Global Financial Private Client
Florida
$14.6K +$2.7K +21 +21%
MWA
729
Medallion Wealth Advisors
Connecticut
$13.7K
HC
730
Hurley Capital
New York
$13.6K -$9.92K -77 -41%
IWP
731
IAG Wealth Partners
Wisconsin
$12.2K
GWM
732
Grand Wealth Management
Michigan
$12.1K
MFC
733
Morris Financial Concepts
South Carolina
$10.6K +$1.8K +14 +19%
SS
734
Sunbelt Securities
Texas
$9.75K -$77.9K -605 -88%
FWP
735
FAS Wealth Partners
Kansas
$7.56K
CSC
736
Caldwell Sutter Capital
California
$7.07K
HDIM
737
Hanson & Doremus Investment Management
Vermont
$6K
CFO
738
Capitol Family Office
Oregon
$5.12K +$5.41K +42 New
RWS
739
Retirement Wealth Solutions
Wisconsin
$3.72K -$998K -7,753 -100%
DJSG
740
D.J. St. Germain
Massachusetts
$3.54K
PW
741
Pandora Wealth
Illinois
$3.17K +$3.35K +26 New
SWIM
742
Smallwood Wealth Investment Management
New Jersey
$2.68K +$2.83K +22 New
GIA
743
GHP Investment Advisors
Colorado
$2.44K
WAG
744
Wiser Advisor Group
Arizona
$2.44K +$2.58K +20 New
GWS
745
Glassman Wealth Services
Virginia
$2.07K -$2.32K -18 -51%
CMP
746
Coston McIsaac & Partners
Maine
$2K
HBW
747
Hazlett, Burt & Watson
West Virginia
$2K
RF
748
Robbins Farley
New Hampshire
$1.95K
SS
749
SBI Securities
Japan
$1.1K
TFGT
750
TS Financial Group (TSFG)
Illinois
$1K

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.