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iShares ESG Aware MSCI USA ETF
ESGU

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: 752 → 771 (+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: 24 → 18 (-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
–

Top Buyers

Rank Fund Capital Flow
1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$54.2M
2
Betterment LLC
Betterment LLC
New York
+$53.2M
3
Goldman Sachs
Goldman Sachs
New York
+$36.2M
4
Morgan Stanley
Morgan Stanley
New York
+$25.9M
5
MMA
Miracle Mile Advisors
California
+$24.3M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$166M
2
Northern Trust
Northern Trust
Illinois
-$164M
3
PCIG
Partners Capital Investment Group
Massachusetts
-$69.8M
4
BlackRock
BlackRock
New York
-$25.7M
5
JSW
Journey Strategic Wealth
New Jersey
-$14.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
KSWA
751
Kathleen S. Wright Associates
Pennsylvania
$13.4K +$12.4K +99 New
MFC
752
Morris Financial Concepts
South Carolina
$13K +$1.12K +9 +10%
FWP
753
FAS Wealth Partners
Kansas
$8.39K – – –
CSC
754
Caldwell Sutter Capital
California
$7.85K – – –
CIA
755
Choate Investment Advisors
Massachusetts
$7.17K +$6.62K +53 New
HDIM
756
Hanson & Doremus Investment Management
Vermont
$7K – – –
CFO
757
Capitol Family Office
Oregon
$5.68K – – –
RWS
758
Retirement Wealth Solutions
Wisconsin
$4.13K +$125 +1 +3%
DJSG
759
D.J. St. Germain
Massachusetts
$3.92K – – –
PW
760
Pandora Wealth
Illinois
$3.52K – – –
SWIM
761
Smallwood Wealth Investment Management
New Jersey
$2.98K – – –
GIA
762
GHP Investment Advisors
Colorado
$2.71K – – –
HC
763
Hurley Capital
New York
$2.49K -$11.6K -93 -84%
GWS
764
Glassman Wealth Services
Virginia
$2.3K – – –
RF
765
Robbins Farley
New Hampshire
$2.17K – – –
CMP
766
Coston McIsaac & Partners
Maine
$2K – – –
HBW
767
Hazlett, Burt & Watson
West Virginia
$2K – – –
C
768
Covestor
United Kingdom
$2K +$1.12K +9 +450%
SS
769
SBI Securities
Japan
$1.22K – – –
Barclays
770
Barclays
United Kingdom
$1.08K – – –
LFA
771
LGT Financial Advisors
Texas
$1.08K – – –
TFGT
772
TS Financial Group (TSFG)
Illinois
$1K – – –
SFA
773
Semmax Financial Advisors
North Carolina
$26 – – –
Jane Street
774
Jane Street
New York
– -$5.17M -42,429 Closed
CW
775
Cook Wealth
North Carolina
– -$2.3M -18,875 Closed
29 30
31
32 33

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.