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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
RIA
201
Regal Investment Advisors
Michigan
$2.14M +$194K +1,510 +9%
AGWCA
202
Annis Gardner Whiting Capital Advisors
Florida
$2.13M -$2.19K -17 -0.1%
OAP
203
One Advisory Partners
Kansas
$2.12M -$977K -7,584 -30%
CCM
204
Coldstream Capital Management
Washington
$2.1M +$1.02M +7,892 +84%
VCM
205
Vision Capital Management
Oregon
$2.07M -$34.8K -270 -2%
TCA
206
Transcend Capital Advisors
New Jersey
$2.06M -$606K -4,704 -22%
WLIM
207
White Lighthouse Investment Management
Massachusetts
$2.02M -$54.7K -425 -2%
G
208
GenTrust
Florida
$2M +$267K +2,077 +15%
PWMG
209
Pioneer Wealth Management Group
Texas
$1.95M +$2.06M +16,003 New
PIA
210
Perennial Investment Advisors
California
$1.94M -$16.6K -129 -0.8%
AWM
211
Apollon Wealth Management
South Carolina
$1.92M -$48.4K -376 -2%
SWM
212
SigFig Wealth Management
California
$1.92M +$208K +1,613 +11%
DAS
213
Diversify Advisory Services
Utah
$1.88M +$78.4K +609 +4%
BFG
214
Beacon Financial Group
Texas
$1.87M -$9.4K -73 -0.5%
1SB
215
1ST Source Bank
Indiana
$1.87M
GC
216
Garde Capital
Washington
$1.86M -$65K -505 -3%
MFA
217
Mayflower Financial Advisors
Massachusetts
$1.85M -$292K -2,270 -13%
SCA
218
Snowden Capital Advisors
New York
$1.82M +$61.4K +477 +3%
MIM
219
Macroview Investment Management
Maryland
$1.75M -$164K -1,273 -8%
AWE
220
Avidian Wealth Enterprises
Texas
$1.74M +$170K +1,323 +10%
BWL
221
Bogart Wealth LLC
Virginia
$1.73M -$22.8K -177 -1%
AFG
222
Atomi Financial Group
New York
$1.72M -$437K -3,395 -19%
GWM
223
GSB Wealth Management
Connecticut
$1.72M -$298K -2,317 -14%
IAG
224
Ipsen Advisor Group
Arkansas
$1.71M -$63.6K -494 -3%
CWMK
225
Caliber Wealth Management (Kansas)
Kansas
$1.71M +$1.81M +14,020 New

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.