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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
HWM
151
HB Wealth Management
Georgia
$3.66M +$178K +1,386 +5%
UB
152
UMB Bank
Missouri
$3.64M +$974K +7,567 +34%
MPW
153
MA Private Wealth
California
$3.58M
MWM
154
Mascoma Wealth Management
New Hampshire
$3.5M +$3.43M +26,617 +1,288%
WC
155
Weil Company
California
$3.49M +$2.97M +23,024 +412%
HGWM
156
Horst & Graben Wealth Management
Oregon
$3.41M +$294K +2,286 +9%
EH
157
Equitable Holdings
New York
$3.4M +$252K +1,960 +8%
SWP
158
Sagespring Wealth Partners
Tennessee
$3.37M +$208K +1,618 +6%
MBT
159
Montecito Bank & Trust
California
$3.35M -$113K -879 -3%
WWM
160
WT Wealth Management
Arizona
$3.32M -$490K -3,801 -12%
BCI
161
Brinker Capital Investments
Pennsylvania
$3.29M -$7.93M -61,550 -69%
OPS
162
Orion Portfolio Solutions
Nebraska
$3.29M -$7.93M -61,550 -69%
CW
163
CreativeOne Wealth
Kansas
$3.26M -$104K -805 -3%
FCA
164
FLC Capital Advisors
California
$3.21M -$113K -878 -3%
RW
165
Ridgeline Wealth
Arizona
$3.18M -$47.8K -371 -1%
BRIA
166
Balanced Rock Investment Advisors
Massachusetts
$3.16M +$177K +1,377 +6%
RA
167
RFG Advisory
Alabama
$3.15M +$218K +1,695 +7%
SPIA
168
Steward Partners Investment Advisory
New York
$3.06M +$426K +3,306 +15%
SC
169
Savant Capital
Illinois
$3.04M -$95.4K -741 -3%
JPG
170
Jordan Park Group
California
$2.99M +$72.1K +560 +2%
Acadian Asset Management
171
Acadian Asset Management
Massachusetts
$2.98M +$1.67M +12,949 +113%
BW
172
Balance Wealth
Ohio
$2.94M +$3.11M +24,139 New
IWM
173
Integris Wealth Management
California
$2.93M -$91.7K -712 -3%
MP
174
Moment Partners
California
$2.91M -$50K -388 -2%
BTI
175
Blue Trust Inc
Georgia
$2.83M -$1.8K -14 -0.1%

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.