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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
UB
126
UMB Bank
Missouri
$5.19M +$1.06M +8,511 +29%
JSW
127
Journey Strategic Wealth
New Jersey
$5.12M -$14.5M -116,449 -75%
LRWA
128
Long Run Wealth Advisors
New York
$5.06M -$285K -2,279 -6%
MFG
129
Merit Financial Group
Georgia
$4.9M +$336K +2,695 +8%
PWM
130
Perigon Wealth Management
California
$4.9M -$404K -3,234 -8%
MCWS
131
McKinley Carter Wealth Services
West Virginia
$4.83M -$211K -1,687 -5%
GIA
132
Goodwin Investment Advisory
Georgia
$4.8M -$172K -1,378 -4%
LNWWM
133
Laird Norton Wetherby Wealth Management
California
$4.79M +$4.42M +35,412 New
KAS
134
KPP Advisory Services
Kentucky
$4.77M -$139K -1,117 -3%
Stifel Financial
135
Stifel Financial
Missouri
$4.75M +$346K +2,770 +9%
BRIA
136
Balanced Rock Investment Advisors
Massachusetts
$4.6M +$1.01M +8,083 +31%
SWP
137
Stratos Wealth Partners
Ohio
$4.41M -$488K -3,911 -11%
PWA
138
Physician Wealth Advisors
Utah
$4.37M -$23.7K -190 -0.6%
KWS
139
Keystone Wealth Services
California
$4.37M -$132K -1,059 -3%
NPT
140
National Philanthropic Trust
Pennsylvania
$4.29M
PA
141
Planning Alternatives
Michigan
$4.26M +$22.1K +177 +0.6%
FDCDDQ
142
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.25M
MWM
143
Mascoma Wealth Management
New Hampshire
$4.22M +$317K +2,541 +9%
IAN
144
Integrated Advisors Network
Texas
$4.12M -$250K -2,000 -6%
P
145
&Partners
Tennessee
$4.1M -$173K -1,387 -4%
Rockefeller Capital Management
146
Rockefeller Capital Management
New York
$4.1M -$12.6K -101 -0.3%
WWM
147
WT Wealth Management
Arizona
$4.06M +$344K +2,752 +10%
HWM
148
HB Wealth Management
Georgia
$4.04M -$22.1K -177 -0.6%
SWP
149
Sagespring Wealth Partners
Tennessee
$3.82M +$82.3K +659 +2%
IC
150
IEQ Capital
California
$3.81M -$1.77M -14,142 -33%

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.