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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
Neuberger Berman Group
101
Neuberger Berman Group
New York
$7.1M -$1.01M -7,840 -12%
EWM
102
Empirical Wealth Management
Washington
$7.08M -$58.6K -455 -0.8%
PA
103
Parallel Advisors
California
$7M +$795K +6,172 +12%
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$6.74M +$1.03M +8,010 +17%
MWM
105
Modera Wealth Management
New Jersey
$6.67M -$106K -821 -1%
FWCM
106
Ferguson Wellman Capital Management
Oregon
$6.43M +$427K +3,312 +7%
CIAS
107
CFS Investment Advisory Services
New Jersey
$6.42M -$577K -4,479 -8%
SA
108
Sanctuary Advisors
Indiana
$6.42M -$1.3M -10,121 -16%
Focus Partners Wealth
109
Focus Partners Wealth
Massachusetts
$6.16M +$372K +2,887 +6%
IFWM
110
Institute for Wealth Management
Colorado
$6.13M -$47.3K -367 -0.7%
YWM
111
Yukon Wealth Management
Kansas
$6.09M +$6.43M +49,940 New
ALA
112
Atlas Legacy Advisors
California
$6.04M -$232K -1,800 -4%
ASN
113
Advisory Services Network
Georgia
$5.79M -$450K -3,493 -7%
FFA
114
Farther Finance Advisors
California
$5.72M -$395K -3,067 -6%
WA
115
Wealth Architects
California
$5.67M +$61.2K +475 +1%
HHGA
116
Halbert Hargrove Global Advisors
California
$5.61M -$25.6K -199 -0.4%
SWG
117
Summit Wealth Group
Vermont
$5.54M +$116K +904 +2%
NCM
118
Northwest Capital Management
Oregon
$5.53M -$4.09M -31,762 -41%
Thrivent Financial for Lutherans
119
Thrivent Financial for Lutherans
Minnesota
$5.52M
VFA
120
Valeo Financial Advisors
Indiana
$5.43M +$365K +2,837 +7%
MA
121
Mutual Advisors
Nebraska
$5.25M -$655K -5,086 -10%
Jane Street
122
Jane Street
New York
$5.17M +$5.46M +42,429 New
IC
123
IEQ Capital
California
$5.16M
EWP
124
Elevation Wealth Partners
California
$5.11M +$85.1K +661 +2%
ACA
125
Aptus Capital Advisors
Alabama
$4.99M -$268K -2,079 -5%

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.