ESGU icon

iShares ESG Aware MSCI USA ETF
ESGU

Overview Fund Activity

745 hedge funds and large institutions have $9.8B invested in iShares ESG Aware MSCI USA ETF in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 238 increasing their positions, 335 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
745
Holders Change
-36
Holders Change %
-4.61%
% of All Funds
10.12%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.33%
New
46
Increased
238
Reduced
335
Closed
62
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$712M
2
CLGM
Capitolis Liquid Global Markets
New York
$32.8M
3
Goldman Sachs
Goldman Sachs
New York
$475M
4
Northern Trust
Northern Trust
Illinois
$832M
5
Wealthfront Advisers
Wealthfront Advisers
California
$265M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$225M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$988K
3
LPL Financial
LPL Financial
California
$128M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.39B
5
Morgan Stanley
Morgan Stanley
New York
$245M
Name Holding Trade Value Shares
Change 		Shares
Change %
VHAM
76
Van Hulzen Asset Management
California
$10.6M -$287K -2,357 -3%
HI
77
Harbour Investments
Wisconsin
$10.6M -$489K -4,015 -4%
RZH
78
Relyea Zuckerberg Hanson
Connecticut
$9.99M +$847K +6,944 +9%
LWP
79
Laurel Wealth Planning
Minnesota
$9.82M -$816K -6,697 -8%
KAS
80
Kestra Advisory Services
Texas
$9.81M -$311K -2,547 -3%
PL
81
Plancorp LLC
Missouri
$9.68M -$1.11M -9,093 -10%
Fisher Asset Management
82
Fisher Asset Management
Washington
$9.51M -$1.68M -13,809 -15%
FWI
83
Facet Wealth Inc
Maryland
$9.33M +$2.31M +18,752 +33%
KWM
84
Keebeck Wealth Management
Illinois
$9.28M -$45K -369 -0.5%
RF
85
Rossby Financial
Florida
$9.11M -$2.52M -20,983 -22%
PMA
86
Prudent Man Advisors
Illinois
$8.69M -$2.49M -20,453 -22%
Cerity Partners
87
Cerity Partners
New York
$8.57M +$61.8K +507 +0.7%
RIS
88
Retirement Income Solutions
Michigan
$8.55M -$17.1K -140 -0.2%
WANY
89
Wealthspire Advisors (New York)
New York
$8.52M -$177K -1,455 -2%
PA
90
Parkside Advisors
California
$8.46M -$70.8K -581 -0.8%
SB
91
Strategic Blueprint
Georgia
$8.42M -$19.5K -160 -0.2%
MMA
92
Miracle Mile Advisors
California
$7.83M -$96.2K -789 -1%
TC
93
Trilogy Capital
California
$7.73M +$2.2M +18,045 +40%
Bank of New York Mellon
94
Bank of New York Mellon
New York
$7.37M -$1.24M -10,131 -14%
Citadel Advisors
95
Citadel Advisors
Florida
$7.36M +$6.61M +54,200 +874%
UCFA
96
United Capital Financial Advisors
Texas
$7.36M +$319K +2,617 +5%
CWS
97
Cypress Wealth Services
California
$7.33M -$408K -3,349 -5%
FA
98
Financial Advisors
Massachusetts
$7.31M +$15K +123 +0.2%
KFAA
99
Klaas Financial Asset Advisors
Illinois
$7.16M -$61.9K -508 -0.9%
WWP
100
Waypoint Wealth Partners
California
$7.15M +$1.5M +12,270 +26%
2 3
4
5 6