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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
VHAM
76
Van Hulzen Asset Management
California
$10.6M -$304K -2,357 -3%
HI
77
Harbour Investments
Wisconsin
$10.6M -$517K -4,015 -4%
RZH
78
Relyea Zuckerberg Hanson
Connecticut
$9.99M +$894K +6,944 +9%
LWP
79
Laurel Wealth Planning
Minnesota
$9.82M -$862K -6,697 -8%
KAS
80
Kestra Advisory Services
Texas
$9.81M -$328K -2,547 -3%
PL
81
Plancorp LLC
Missouri
$9.68M -$1.17M -9,093 -10%
Fisher Asset Management
82
Fisher Asset Management
Washington
$9.51M -$1.78M -13,809 -15%
FWI
83
Facet Wealth Inc
Maryland
$9.33M +$2.41M +18,752 +33%
KWM
84
Keebeck Wealth Management
Illinois
$9.28M -$47.5K -369 -0.5%
RF
85
Rossby Financial
Florida
$9.11M -$2.7M -20,983 -22%
PMA
86
Prudent Man Advisors
Illinois
$8.69M -$2.63M -20,453 -22%
Cerity Partners
87
Cerity Partners
New York
$8.57M +$65.3K +507 +0.7%
RIS
88
Retirement Income Solutions
Michigan
$8.55M -$18K -140 -0.2%
WANY
89
Wealthspire Advisors (New York)
New York
$8.52M -$187K -1,455 -2%
PA
90
Parkside Advisors
California
$8.46M -$74.8K -581 -0.8%
SB
91
Strategic Blueprint
Georgia
$8.42M -$20.6K -160 -0.2%
MMA
92
Miracle Mile Advisors
California
$7.83M -$102K -789 -1%
TC
93
Trilogy Capital
California
$7.73M +$2.32M +18,045 +40%
Bank of New York Mellon
94
Bank of New York Mellon
New York
$7.37M -$1.3M -10,131 -14%
Citadel Advisors
95
Citadel Advisors
Florida
$7.36M +$6.98M +54,200 +874%
UCFA
96
United Capital Financial Advisors
Texas
$7.36M +$337K +2,617 +5%
CWS
97
Cypress Wealth Services
California
$7.33M -$431K -3,349 -5%
FA
98
Financial Advisors
Massachusetts
$7.31M +$15.8K +123 +0.2%
KFAA
99
Klaas Financial Asset Advisors
Illinois
$7.16M -$65.4K -508 -0.9%
WWP
100
Waypoint Wealth Partners
California
$7.15M +$1.58M +12,270 +26%

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.