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
OAP
201
One Advisory Partners
Kansas
$2.4M -$11K -88 -0.5%
AGWCA
202
Annis Gardner Whiting Capital Advisors
Florida
$2.4M +$29.5K +236 +1%
FWM
203
Fingerlakes Wealth Management
New York
$2.39M -$34.6K -277 -2%
PWMG
204
Pioneer Wealth Management Group
Texas
$2.36M +$176K +1,411 +9%
TWC
205
TD Waterhouse Canada
Ontario, Canada
$2.34M -$100K -801 -4%
CCM
206
Coldstream Capital Management
Washington
$2.34M +$375 +3 +0%
HFA
207
High Falls Advisors
New York
$2.32M -$283K -2,263 -12%
IWA
208
Icon Wealth Advisors
Texas
$2.31M -$115K -923 -5%
TCA
209
Transcend Capital Advisors
New Jersey
$2.28M +$499 +4 +0%
KWA
210
Kingswood Wealth Advisors
California
$2.23M -$536K -4,290 -21%
G
211
GenTrust
Florida
$2.22M +$1.37K +11 +0.1%
MIM
212
Macroview Investment Management
Maryland
$2.21M +$248K +1,985 +14%
PFA
213
Pure Financial Advisors
California
$2.2M +$690K +5,526 +51%
PIA
214
Perennial Investment Advisors
California
$2.16M +$624 +5 +0%
AWM
215
Apollon Wealth Management
South Carolina
$2.14M +$3.75K +30 +0.2%
OSAM
216
O'Shaughnessy Asset Management
Connecticut
$2.13M +$529K +4,239 +37%
BFG
217
Beacon Financial Group
Texas
$2.08M -$5.12K -41 -0.3%
1SB
218
1ST Source Bank
Indiana
$2.07M -$7.37K -59 -0.4%
RF
219
RHS Financial
California
$2.05M -$1.99M -15,949 -51%
BWL
220
Bogart Wealth LLC
Virginia
$2.03M +$103K +825 +6%
MOS
221
MGO One Seven
Ohio
$2.01M +$454K +3,637 +32%
SCA
222
Snowden Capital Advisors
New York
$2.01M -$4.49K -36 -0.2%
MFA
223
Mayflower Financial Advisors
Massachusetts
$2.01M -$38.9K -312 -2%
RIA
224
Regal Investment Advisors
Michigan
$2M -$339K -2,717 -16%
FTUS
225
Flow Traders U.S.
New York
$2M +$1.85M +14,786 New

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.