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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
TSS
776
Two Sigma Securities
New York
-$2.18M -17,903 Closed
TC
777
TownSquare Capital
Utah
-$1.65M -13,530 Closed
Susquehanna International Group
778
Susquehanna International Group
Pennsylvania
-$1.37M -11,226 Closed
JF
779
JSF Financial
California
-$704K -5,777 Closed
Squarepoint
780
Squarepoint
New York
-$701K -5,753 Closed
FA
781
Fiduciary Alliance
South Carolina
-$592K -4,860 Closed
FCI
782
Financial Counselors Inc
Kansas
-$560K -4,591 Closed
M
783
MATAURO
New York
-$523K -4,291 Closed
QC
784
Quadrature Capital
United Kingdom
-$519K -4,262 Closed
SW
785
SVB Wealth
Massachusetts
-$499K -4,097 Closed
SAS
786
Sage Advisory Services
Texas
-$402K -3,294 Closed
AWM
787
Alterna Wealth Management
Texas
-$314K -2,579 Closed
SFC
788
Strategic Financial Concepts
Texas
-$286K -2,345 Closed
Tudor Investment Corp
789
Tudor Investment Corp
Connecticut
-$283K -2,322 Closed
SW
790
Simplicity Wealth
New Jersey
-$278K -2,283 Closed
PSCM
791
Per Stirling Capital Management
Texas
-$232K -1,904 Closed
CWM
792
Centurion Wealth Management
Virginia
-$238K -1,848 Closed
CFS
793
CRA Financial Services
New Jersey
-$212K -1,738 Closed
CA
794
Claro Advisors
Massachusetts
-$206K -1,692 Closed
EI
795
eCIO Inc
Wisconsin
-$167K -1,367 Closed
FWA
796
FSC Wealth Advisors
New York
-$82.5K -677 Closed
SFGP
797
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
-$76.2K -625 Closed
CA
798
Continuum Advisory
Idaho
-$70.5K -578 Closed
CAWM
799
Capital A Wealth Management
Pennsylvania
-$31.3K -257 Closed
CWC
800
Carolinas Wealth Consulting
North Carolina
-$23.3K -191 Closed

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.