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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
TC
726
Trust Company
Kansas
$25.6K -$749 -6 -3%
T
727
Transce3nd
Texas
$25.4K -$4.62K -37 -16%
KFI
728
Key Financial Inc
Pennsylvania
$25.3K
DF
729
Dunhill Financial
United Kingdom
$25.1K
PG
730
Proffitt & Goodson
Tennessee
$24.8K
EWA
731
Elevate Wealth Advisory
Georgia
$23.8K
SIC
732
Salem Investment Counselors
North Carolina
$23.8K
EWM
733
Evolution Wealth Management
Florida
$23.1K +$21.3K +171 New
CIA
734
Cape Investment Advisory
Georgia
$22.7K
SL
735
Salomon & Ludwin
Virginia
$21.8K
CCMI
736
Creative Capital Management Investments
California
$20.8K
CBT
737
Crews Bank & Trust
Florida
$20.3K
KGP
738
Keystone Global Partners
Colorado
$20.2K +$2.75K +22 +17%
FCAS
739
First Command Advisory Services
Texas
$19.8K +$18.2K +146 New
ACA
740
Atlas Capital Advisors
Wyoming
$19.3K
BWM
741
Bernard Wealth Management
Michigan
$18.9K
Q1WB
742
Quest 10 Wealth Builders
Virginia
$18.5K
CB
743
Community Bank
New York
$16.9K
SRCM
744
Signature Resources Capital Management
California
$16.6K
MAFA
745
MJT & Associates Financial Advisory
Minnesota
$16.4K
TCPW
746
Twin City Private Wealth
North Carolina
$15.8K +$14.6K +117 New
KG
747
Kilter Group
New York
$15.7K +$14.5K +116 New
MWA
748
Medallion Wealth Advisors
Connecticut
$15.1K
IWP
749
IAG Wealth Partners
Wisconsin
$13.5K
GWM
750
Grand Wealth Management
Michigan
$13.4K

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.