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iShares ESG Aware MSCI USA ETF
ESGU

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: 24 → 24 (0)

4% less funds holding

Funds holding: 787 → 752 (-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
–

Top Buyers

Rank Fund Capital Flow
1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$35.2M
2
CLGM
Capitolis Liquid Global Markets
New York
+$34.7M
3
Goldman Sachs
Goldman Sachs
New York
+$30.7M
4
Northern Trust
Northern Trust
Illinois
+$30.1M
5
Wealthfront Advisers
Wealthfront Advisers
California
+$22.1M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$147M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$110M
3
LPL Financial
LPL Financial
California
-$82M
4
JP Morgan Chase
JP Morgan Chase
New York
-$69.8M
5
Morgan Stanley
Morgan Stanley
New York
-$58.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
176
Opes Wealth Management
California
$2.77M +$517K +4,015 +21%
WS
177
Wedbush Securities
California
$2.69M -$152K -1,184 -5%
PCA
178
Prosperity Capital Advisors
Ohio
$2.66M -$173K -1,345 -6%
RFC
179
Regions Financial Corp
Alabama
$2.64M +$38.5K +299 +1%
DT
180
Diversified Trust
Tennessee
$2.63M -$681K -5,287 -20%
FFN
181
Focus Financial Network
Minnesota
$2.56M -$47.1K -366 -2%
KWA
182
Kingswood Wealth Advisors
California
$2.53M -$666K -5,171 -20%
FG
183
Foster Group
Iowa
$2.48M -$2.83K -22 -0.1%
LWA
184
Lifelong Wealth Advisors
Minnesota
$2.47M +$125K +967 +5%
HAG
185
HF Advisory Group
Maryland
$2.41M -$17.1K -133 -0.7%
MGIA
186
Moneta Group Investment Advisors
Missouri
$2.38M +$534K +4,147 +27%
HFA
187
High Falls Advisors
New York
$2.37M -$891K -6,921 -26%
FPAS
188
Focus Partners Advisor Solutions
Missouri
$2.37M +$1.1M +8,530 +78%
AWM
189
Axxcess Wealth Management
California
$2.36M -$115K -896 -4%
Pathstone Holdings
190
Pathstone Holdings
New Jersey
$2.35M -$19.8K -154 -0.8%
CFP
191
Cascade Financial Partners
California
$2.3M – – –
CW
192
Cook Wealth
North Carolina
$2.3M -$3.61K -28 -0.1%
LWL
193
Leo Wealth LLC
Texas
$2.23M -$65.3K -507 -3%
TWC
194
TD Waterhouse Canada
Ontario, Canada
$2.23M -$59.1K -459 -2%
PI
195
PFG Investments
New York
$2.21M +$517K +4,013 +28%
IWA
196
Icon Wealth Advisors
Texas
$2.2M -$5.1M -39,613 -69%
FWM
197
Fingerlakes Wealth Management
New York
$2.19M -$225K -1,747 -9%
TSS
198
Two Sigma Securities
New York
$2.18M +$870K +6,754 +61%
CIAS
199
Capital Investment Advisory Services
North Carolina
$2.18M -$21.9K -170 -0.9%
CA
200
CGN Advisors
Kansas
$2.18M -$9.79K -76 -0.4%
6 7
8
9 10

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.