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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
UCFA
101
United Capital Financial Advisors
Texas
$7.28M -$813K -6,516 -11%
ASN
102
Advisory Services Network
Georgia
$7.11M +$489K +3,918 +8%
Bank of New York Mellon
103
Bank of New York Mellon
New York
$7.02M -$1.07M -8,576 -14%
SA
104
Sanctuary Advisors
Indiana
$7.02M -$96K -769 -1%
Neuberger Berman Group
105
Neuberger Berman Group
New York
$6.9M -$912K -7,303 -13%
Focus Partners Wealth
106
Focus Partners Wealth
Massachusetts
$6.88M +$35.7K +286 +0.6%
CIAS
107
CFS Investment Advisory Services
New Jersey
$6.87M -$240K -1,919 -4%
RIS
108
Retirement Income Solutions
Michigan
$6.73M -$2.55M -20,396 -29%
IFWM
109
Institute for Wealth Management
Colorado
$6.72M -$85.1K -682 -1%
YWM
110
Yukon Wealth Management
Kansas
$6.59M -$158K -1,269 -3%
ALA
111
Atlas Legacy Advisors
California
$6.58M +$68.2K +546 +1%
VFA
112
Valeo Financial Advisors
Indiana
$6.53M +$474K +3,797 +9%
DRP
113
Decker Retirement Planning
Utah
$6.26M +$5.76M +46,153 +31,830%
WWP
114
Waypoint Wealth Partners
California
$6.25M -$1.55M -12,413 -21%
SWG
115
Summit Wealth Group
Vermont
$6.01M -$132K -1,059 -2%
MA
116
Mutual Advisors
Nebraska
$5.97M -$100K -802 -2%
PAG
117
Private Advisor Group
New Jersey
$5.93M +$1.21M +9,697 +28%
FFA
118
Farther Finance Advisors
California
$5.91M -$373K -2,988 -6%
HHGA
119
Halbert Hargrove Global Advisors
California
$5.65M -$533K -4,272 -9%
ST
120
Spinnaker Trust
Maine
$5.59M +$251K +2,013 +5%
BNP Paribas Financial Markets
121
BNP Paribas Financial Markets
France
$5.55M +$4.11M +32,923 +406%
ACA
122
Aptus Capital Advisors
Alabama
$5.54M -$3.37K -27 -0.1%
AssetMark Inc
123
AssetMark Inc
California
$5.46M +$458K +3,668 +10%
MW
124
Maia Wealth
Colorado
$5.44M -$247K -1,975 -5%
AAS
125
Avantax Advisory Services
Texas
$5.32M -$90.3K -723 -2%

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.