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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
Barclays
751
Barclays
United Kingdom
$975 -$887K -6,891 -100%
LFA
752
LGT Financial Advisors
Texas
$975 -$6.83K -53 -87%
SFA
753
Semmax Financial Advisors
North Carolina
$29
Renaissance Technologies
754
Renaissance Technologies
New York
-$7.47M -58,000 Closed
IA
755
Integrity Alliance
Iowa
-$4.31M -33,435 Closed
IAA
756
Independent Advisor Alliance
North Carolina
-$3.14M -24,408 Closed
OMC
757
Old Mission Capital
Illinois
-$2.56M -19,866 Closed
HCM
758
Howland Capital Management
Massachusetts
-$2.37M -18,398 Closed
HSBC Holdings
759
HSBC Holdings
United Kingdom
-$2.2M -17,100 Closed
AR
760
Apeiron RIA
Texas
-$1.62M -12,595 Closed
CFGS
761
Concourse Financial Group Securities
Alabama
-$1.61M -12,019 Closed
PSA
762
Plum Street Advisors
Louisiana
-$1.28M -9,951 Closed
SWA
763
Stratos Wealth Advisors
Ohio
-$1.07M -8,314 Closed
BEI
764
Benjamin Edwards Inc
Missouri
-$735K -5,709 Closed
TVM
765
True Vision MN
Minnesota
-$687K -5,331 Closed
LWM
766
Liberty Wealth Management
California
-$580K -4,500 Closed
CIBC World Market
767
CIBC World Market
Ontario, Canada
-$533K -4,137 Closed
SPC
768
Sigma Planning Corp
Michigan
-$443K -3,435 Closed
IAIM
769
International Assets Investment Management
Florida
-$416K -3,237 Closed
AO
770
Advisor OS
Illinois
-$383K -2,972 Closed
CAS
771
Coppell Advisory Solutions
Texas
-$384K -2,966 Closed
OP
772
ORG Partners
Indiana
-$346K -2,686 Closed
FFM
773
Forum Financial Management
Illinois
-$324K -2,512 Closed
BW
774
Blalock Williams
Alabama
-$300K -2,328 Closed
BFA
775
Bright Financial Advisors
Michigan
-$275K -2,131 Closed

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.