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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
MW
126
Maia Wealth
Colorado
$4.95M -$446K -3,460 -8%
AWS
127
Atria Wealth Solutions
New York
$4.88M -$1.92M -14,870 -27%
AAS
128
Avantax Advisory Services
Texas
$4.88M -$1.78M -13,856 -26%
LRWA
129
Long Run Wealth Advisors
New York
$4.84M +$1.93K +15 +0%
PWM
130
Perigon Wealth Management
California
$4.81M -$494K -3,836 -9%
ST
131
Spinnaker Trust
Maine
$4.79M +$601K +4,667 +13%
MCWS
132
McKinley Carter Wealth Services
West Virginia
$4.56M -$486K -3,774 -9%
GIA
133
Goodwin Investment Advisory
Georgia
$4.49M -$1.23M -9,533 -21%
AssetMark Inc
134
AssetMark Inc
California
$4.47M +$1.01M +7,878 +27%
SWP
135
Stratos Wealth Partners
Ohio
$4.45M -$128K -991 -3%
KAS
136
KPP Advisory Services
Kentucky
$4.43M +$4.68M +36,364 New
PAG
137
Private Advisor Group
New Jersey
$4.16M -$435K -3,375 -9%
MFG
138
Merit Financial Group
Georgia
$4.09M +$553K +4,296 +15%
KWS
139
Keystone Wealth Services
California
$4.06M -$190K -1,478 -4%
PWA
140
Physician Wealth Advisors
Utah
$3.96M -$70.3K -546 -2%
IAN
141
Integrated Advisors Network
Texas
$3.95M -$192K -1,487 -4%
Stifel Financial
142
Stifel Financial
Missouri
$3.94M -$4.22M -32,770 -50%
BWA
143
Boulder Wealth Advisors
Colorado
$3.91M -$18.5M -143,496 -82%
P
144
&Partners
Tennessee
$3.89M +$259K +2,009 +7%
DAS
145
Dynamic Advisor Solutions
Arizona
$3.88M -$2.34M -18,169 -36%
NPT
146
National Philanthropic Trust
Pennsylvania
$3.87M
FDCDDQ
147
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.83M
PA
148
Planning Alternatives
Michigan
$3.81M +$205K +1,593 +5%
RF
149
RHS Financial
California
$3.79M -$1.67M -12,985 -29%
Rockefeller Capital Management
150
Rockefeller Capital Management
New York
$3.71M +$75.3K +585 +2%

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.