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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
MA
776
MJP Associates
Connecticut
-$247K -1,917 Closed
F8IS
777
Figure 8 Investment Strategies
Idaho
-$242K -1,875 Closed
TWM
778
Tradition Wealth Management
Minnesota
-$237K -1,838 Closed
BFWM
779
Bright Futures Wealth Management
New York
-$242K -1,830 Closed
AGP
780
Autumn Glory Partners
Texas
-$231K -1,793 Closed
TCM
781
Traynor Capital Management
Pennsylvania
-$226K -1,754 Closed
SWA
782
Sax Wealth Advisors
New Jersey
-$213K -1,655 Closed
NW
783
NewEdge Wealth
Pennsylvania
-$208K -1,618 Closed
SHFA
784
SC&H Financial Advisors
Maryland
-$208K -1,618 Closed
FA
785
Fermata Advisors
California
-$208K -1,615 Closed
GWMR
786
GC Wealth Management RIA
Massachusetts
-$207K -1,609 Closed
MADFP
787
Michael A Dubis Financial Planning
Wisconsin
-$207K -1,605 Closed
DFA
788
Davies Financial Advisors
California
-$206K -1,602 Closed
FFC
789
Frederick Financial Consultants
Maryland
-$204K -1,581 Closed
SA
790
Scarborough Advisors
Maryland
-$204K -1,580 Closed
LSIA
791
LaSalle St. Investment Advisors
Illinois
-$203K -1,578 Closed
BFS
792
BridgePort Financial Solutions
Iowa
-$201K -1,575 Closed
SIM
793
Stratos Investment Management
Ohio
-$203K -1,573 Closed
BWA
794
Bestgate Wealth Advisors
Maryland
-$202K -1,567 Closed
PWMAG
795
Pinnacle Wealth Management Advisory Group
New Jersey
-$202K -1,565 Closed
OPPS
796
Obsidian Personal Planning Solutions
Maryland
-$207K -1,562 Closed
EW
797
Element Wealth
Mississippi
-$169K -1,315 Closed
OC
798
Oarsman Capital
Wisconsin
-$128K -997 Closed
AWM
799
Avior Wealth Management
Nebraska
-$125K -968 Closed
KIM
800
Kestra Investment Management
Texas
-$121K -940 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.