We are live on ! Find out more
ESGU icon

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
BCI
151
Brinker Capital Investments
Pennsylvania
$3.75M +$83K +665 +2%
HGWM
152
Horst & Graben Wealth Management
Oregon
$3.7M -$78.9K -632 -2%
DAS
153
Dynamic Advisor Solutions
Arizona
$3.63M -$626K -5,017 -16%
CW
154
CreativeOne Wealth
Kansas
$3.56M -$52.7K -422 -2%
WIM
155
WealthPlan Investment Management
Nebraska
$3.53M +$2.85M +22,805 +691%
RW
156
Ridgeline Wealth
Arizona
$3.51M -$15.2K -122 -0.5%
JPG
157
Jordan Park Group
California
$3.44M +$118K +942 +4%
MPW
158
MA Private Wealth
California
$3.4M -$534K -4,276 -15%
RA
159
RFG Advisory
Alabama
$3.38M -$115K -925 -4%
EH
160
Equitable Holdings
New York
$3.37M -$376K -3,009 -11%
SPIA
161
Steward Partners Investment Advisory
New York
$3.37M -$28.1K -225 -0.9%
SC
162
Savant Capital
Illinois
$3.32M -$53.3K -427 -2%
FCA
163
FLC Capital Advisors
California
$3.31M -$232K -1,857 -7%
IWM
164
Integris Wealth Management
California
$3.28M +$25.2K +202 +0.8%
FHA
165
First Horizon Advisors
Tennessee
$3.27M +$1.43M +11,443 +90%
PCIG
166
Partners Capital Investment Group
Massachusetts
$3.23M -$69.8M -559,372 -96%
EWP
167
Elevation Wealth Partners
California
$3.21M -$2.27M -18,170 -43%
OWM
168
Opes Wealth Management
California
$3.21M +$123K +989 +4%
NCM
169
Northwest Capital Management
Oregon
$3.2M -$2.71M -21,680 -48%
MP
170
Moment Partners
California
$3.19M -$35.5K -284 -1%
BW
171
Balance Wealth
Ohio
$3.19M -$71K -569 -2%
BTI
172
Blue Trust Inc
Georgia
$3.14M -$1.12K -9 -0%
GCG
173
Gilbert Capital Group
Maine
$3.1M +$2.86M +22,933 New
WS
174
Wedbush Securities
California
$3.09M +$92.9K +744 +3%
GC
175
Garde Capital
Washington
$3.06M +$922K +7,384 +48%

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.