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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
Bank of America
1
Bank of America
North Carolina
$1.6B -$1.97M -15,274 -0.1%
JP Morgan Chase
2
JP Morgan Chase
New York
$1.39B -$69.8M -541,997 -5%
Northern Trust
3
Northern Trust
Illinois
$832M +$30.1M +233,643 +4%
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$712M +$35.2M +273,430 +5%
Goldman Sachs
5
Goldman Sachs
New York
$475M +$30.7M +238,134 +7%
Betterment LLC
6
Betterment LLC
New York
$416M +$17.6M +137,039 +4%
AA
7
Acorns Advisers
California
$293M +$11.4M +88,833 +4%
Wells Fargo
8
Wells Fargo
California
$280M +$6.35M +49,287 +2%
BlackRock
9
BlackRock
New York
$267M +$5.71M +44,377 +2%
Wealthfront Advisers
10
Wealthfront Advisers
California
$265M +$22.1M +171,405 +9%
Morgan Stanley
11
Morgan Stanley
New York
$245M -$58.5M -454,387 -18%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$225M -$147M -1,144,002 -38%
LPL Financial
13
LPL Financial
California
$128M -$82M -636,880 -38%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$111M +$10.3M +80,046 +10%
Empower Advisory Group
15
Empower Advisory Group
Colorado
$84.5M -$7.16M -55,589 -7%
FT
16
Fiduciary Trust
Massachusetts
$80.6M +$13.8M +107,229 +19%
PCIG
17
Partners Capital Investment Group
Massachusetts
$71.1M +$4.54M +35,287 +6%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$64.7M +$821K +6,373 +1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$56.7M -$9.7M -75,310 -14%
UBS Group
20
UBS Group
Switzerland
$46.6M +$699K +5,430 +1%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$45M -$3.36M -26,105 -7%
Ameriprise
22
Ameriprise
Minnesota
$42.9M -$1.52M -11,784 -3%
Mirae Asset Global Investments
23
Mirae Asset Global Investments
South Korea
$42.6M -$7.7M -59,820 -15%
AIA
24
Ally Invest Advisors
North Carolina
$39.8M -$284K -2,209 -0.7%
KeyBank National Association
25
KeyBank National Association
Ohio
$38.7M +$3.26M +25,309 +9%

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.