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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
CAM
76
Clarity Asset Management
Iowa
$11.4M -$907K -7,264 -8%
Truist Financial
77
Truist Financial
North Carolina
$11.1M -$619K -4,955 -6%
KAS
78
Kestra Advisory Services
Texas
$11M +$98.4K +788 +1%
RZH
79
Relyea Zuckerberg Hanson
Connecticut
$10.8M -$254K -2,034 -2%
PL
80
Plancorp LLC
Missouri
$10.7M -$69.3K -555 -0.7%
KWM
81
Keebeck Wealth Management
Illinois
$10.3M +$25K +200 +0.3%
LWP
82
Laurel Wealth Planning
Minnesota
$10.2M -$631K -5,058 -6%
FWI
83
Facet Wealth Inc
Maryland
$10.2M -$240K -1,921 -3%
OIA
84
OneDigital Investment Advisors
Kansas
$10M -$3.24M -25,967 -26%
Schroder Investment Management Group
85
Schroder Investment Management Group
United Kingdom
$10M -$3.9M -31,208 -29%
PMA
86
Prudent Man Advisors
Illinois
$9.81M +$158K +1,267 +2%
PA
87
Parkside Advisors
California
$9.59M +$182K +1,454 +2%
WANY
88
Wealthspire Advisors (New York)
New York
$9.46M -$999 -8 -0%
Fisher Asset Management
89
Fisher Asset Management
Washington
$9.21M -$1.23M -9,881 -13%
SB
90
Strategic Blueprint
Georgia
$9.11M -$213K -1,707 -2%
EWM
91
Empirical Wealth Management
Washington
$8.72M +$790K +6,332 +11%
TC
92
Trilogy Capital
California
$8.69M +$111K +889 +1%
KFAA
93
Klaas Financial Asset Advisors
Illinois
$8.69M +$691K +5,533 +9%
PA
94
Parallel Advisors
California
$8.05M +$252K +2,016 +4%
WA
95
Wealth Architects
California
$8.04M +$1.62M +12,988 +28%
CWS
96
Cypress Wealth Services
California
$7.86M -$259K -2,073 -3%
MWM
97
Modera Wealth Management
New Jersey
$7.68M +$261K +2,094 +4%
FA
98
Financial Advisors
Massachusetts
$7.59M -$481K -3,849 -6%
FWCM
99
Ferguson Wellman Capital Management
Oregon
$7.56M +$395K +3,165 +6%
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$7.4M -$82.1K -658 -1%

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.