iShares ESG Aware MSCI USA ETF

ESGU • NASDAQ

iShares ESG Aware MSCI USA ETF is an exchange-traded fund on NASDAQ. As of Q3 2025, 722 institutional investors hold shares in this ETF, with total holdings valued at $10.5B. BANK OF AMERICA CORP /DE/ is the largest holder with a position valued at $2.0B.

Overview

Overview of institutional ownership in ESGU as of Q3 2025

All Institutions

Institutions: 722
Value Held: $10.5B
Shares Held: 72.1M
Avg Position: $14.5M
Median Position: $809.7K

Hedge Funds

Hedge Funds: 7
Value Held: $28.4M
Shares Held: 195.3K
Avg Position: $4.1M
Median Position: $1.2M

Biggest Investors

Institutions with the largest positions in ESGU as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$2.0B 0.15% of portfolio	13.5M shares	Q4 2022 Held for 2y 11m	$1.33T
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$1.4B 0.09% of portfolio	9.9M shares	Q1 2023 Held for 2y 8m	$1.56T
T TIAA TRUST, NATIONAL ASSOCIATION Institution	-	$862.7M 2.09% of portfolio	5.9M shares	Q3 2023 Held for 2y 2m	$41.2B
NORTHERN TRUST CORP Institution	Michael G. O'Grady CEO	$750.1M 0.10% of portfolio	5.2M shares	Q4 2022 Held for 2y 11m	$782.01B
GOLDMAN SACHS GROUP INC Institution	David M. Solomon CEO	$601.0M 0.09% of portfolio	4.1M shares	Q4 2022 Held for 2y 11m	$691.34B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$479.5M 0.03% of portfolio	3.3M shares	Q4 2022 Held for 2y 11m	$1.65T
Wealthfront Advisers LLC RIA/Wealth	Andrew Samuel Rachleff CEO	$364.1M 0.85% of portfolio	2.5M shares	Q4 2022 Held for 2y 11m	$42.6B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$329.2M 0.10% of portfolio	2.3M shares	Q4 2022 Held for 2y 11m	$341.99B
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$314.7M 0.06% of portfolio	2.2M shares	Q4 2022 Held for 2y 11m	$488.50B
B BlackRock, Inc. Institution	-	$302.0M 0.01% of portfolio	2.1M shares	Q4 2022 Held for 2y 11m	$5.67T

Net Capital Flow

Institutional buying and selling activity for ESGU in Q3 2025

Traded: +$439.4M
Buyers: 322
Sellers: 292
Total Bought: +$697.9M
Total Sold: −$258.5M
Avg Position: $13.8M

Biggest Buyers

Institution	Net Bought	Current Position
MORGAN STANLEY RIA/Wealth	+$156.9M +1.1M shares	$479.5M 3.3M shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$64.8M +444.8K shares	$329.2M 2.3M shares
BANK OF AMERICA CORP /DE/ Institution	+$61.3M +421.0K shares	$2.0B 13.5M shares
B Bank Julius Baer & Co. Ltd, Zurich Institution	+$59.2M +406.8K shares	$59.2M 406.8K shares
CITIGROUP INC Institution	+$38.3M +263.4K shares	$90.1M 619.0K shares
BANK OF NOVA SCOTIA / Institution	+$27.1M +185.9K shares	$27.1M 185.9K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	+$26.6M +2.7K shares	$26.6M 182.5K shares
N NATIONAL BANK OF CANADA /FI/ Institution	+$26.5M +181.9K shares	$52.9M 363.6K shares
Wealthfront Advisers LLC RIA/Wealth	+$23.1M +158.5K shares	$364.1M 2.5M shares
L LPL Financial LLC Institution	+$20.4M +140.3K shares	$172.5M 1.2M shares

Biggest Sellers

Institution	Net Sold	Current Position
NORTHERN TRUST CORP Institution	−$52.6M −361.2K shares	$750.1M 5.2M shares
T TIAA TRUST, NATIONAL ASSOCIATION Institution	−$48.8M −335.9K shares	$862.7M 5.9M shares
Mirae Asset Global Investments Co., Ltd. Long Only Manager	−$25.2M −173.2K shares	$11.6M 79.4K shares
JPMORGAN CHASE & CO Institution	−$22.2M −152.7K shares	$1.4B 9.9M shares
WELLS FARGO & COMPANY/MN Institution	−$15.3M −104.8K shares	$314.7M 2.2M shares
KEYBANK NATIONAL ASSOCIATION/OH RIA/Wealth	−$12.9M −88.3K shares	$33.1M 227.1K shares
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth	−$8.3M −57.2K shares	$36.6M 251.7K shares
GOLDMAN SACHS GROUP INC Institution	−$8.0M −54.7K shares	$601.0M 4.1M shares
Federation des caisses Desjardins du Quebec Fund of Funds	−$4.2M −31.4K shares	Sold Off 0 shares
ALESCO ADVISORS LLC RIA/Wealth	−$3.9M −26.6K shares	$36.5M 251.0K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited ESGU in Q3 2025

New Positions: 34
New Value: $53.3M
Exited Positions: 38
Exited Value: $13.6M

New Positions

Institution	Position Value
MML INVESTORS SERVICES, LLC RIA/Wealth	$26.6M 182.5K shares
CFS Investment Advisory Services, LLC RIA/Wealth	$7.4M 50.1K shares
Summit Wealth Group, LLC RIA/Wealth	$6.1M 42.1K shares
Integrity Advisory Solutions, LLC RIA/Wealth	$2.9M 20.0K shares
FIRST HORIZON NATIONAL CORP RIA/Wealth	$2.9M 19.8K shares
GFS Advisors, LLC RIA/Wealth	$2.0M 14.0K shares
Meridian Financial Partners LLC RIA/Wealth	$583.9K 4.0K shares
Summit Financial, LLC RIA/Wealth	$560.3K 3.8K shares
Precision Wealth Strategies, LLC RIA/Wealth	$436.7K 3.0K shares
Single Point Partners, LLC RIA/Wealth	$401.9K 2.8K shares

Exited Positions

Institution	Previous Position
Federation des caisses Desjardins du Quebec Fund of Funds	$4.2M 31.4K shares
Duncan Williams Asset Management, LLC RIA/Wealth	$1.3M 9.9K shares
G GTS SECURITIES LLC Institution	$1.0M 7.5K shares
Mount Yale Investment Advisors, LLC RIA/Wealth	$674.8K 5.0K shares
Arcadia Wealth Management, LLC RIA/Wealth	$587.1K 4.3K shares
Green Harvest Asset Management LLC Long Only Manager	$405.1K 3.0K shares
Eqis Capital Management, Inc. RIA/Wealth	$342.2K 2.5K shares
SRS Capital Advisors, Inc. RIA/Wealth	$318.4K 2.4K shares
Tradewinds, LLC. RIA/Wealth	$317.5K 2.3K shares
Financial Advocates Investment Management RIA/Wealth	$307.5K 3.0K shares

Options Activity

Institutions with the largest Call and Put options positions in ESGU as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with ESGU as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
IMPACTfolio, LLC RIA/Wealth	Christian Albrecht Wulf Von Schimmelmann Managing Partner	18.31% $42.4M	291.5K shares	Q1 2023 Held for 2y 8m	$231.8M
Erickson Financial Group, LLC RIA/Wealth	Kerry Duane Erickson Managing Partner	12.09% $19.2M	132.2K shares	Q4 2022 Held for 2y 11m	$159.2M
Clarity Asset Management, Inc. RIA/Wealth	Donald Lee Erickson CEO	7.02% $12.5M	85.8K shares	Q4 2023 Held for 1y 11m	$178.0M
Laurel Wealth Planning LLC RIA/Wealth	Laura Ann Kuntz CEO	5.69% $10.7M	73.3K shares	Q1 2025 Held for 8 months	$187.3M
Goodwin Investment Advisory RIA/Wealth	Timothy John Goodwin President	5.06% $4.7M	32.4K shares	Q4 2022 Held for 2y 11m	$93.3M
CLIENT 1ST ADVISORY GROUP, LLC RIA/Wealth	Michelle Lais Mabry CEO	4.56% $13.7M	94.4K shares	Q4 2022 Held for 2y 11m	$301.4M
M MEMBERS CAPITAL ADVISORS INC Institution	-	4.11% $3.6M	24.6K shares	Q4 2022 Held for 2y 11m	$87.0M
Prudent Man Advisors, LLC Long Only Manager	Todd William Alton CEO	3.96% $10.7M	73.8K shares	Q3 2023 Held for 2y 2m	$271.5M
Balanced Rock Investment Advisor RIA/Wealth	Daniel Maclay Flannery President	3.65% $4.9M	33.6K shares	Q4 2023 Held for 1y 11m	$133.8M
Ally Invest Advisors Inc. RIA/Wealth	Miteshkumar D Patel President	3.49% $48.6M	333.9K shares	Q4 2022 Held for 2y 11m	$1.4B

Hedge Fund Spotlight

Discover hedge funds investing in ESGU

Squarepoint Ops LLC

Hedge Fund • Quant

Portfolio ManagerMichael Gottlieb

Portfolio Value: $46.9B
Positions: 2,529
Last Reported: Q3 2025

Sector Allocation

Position in iShares ESG Aware MSCI USA ETF

Market Value: $309.3K
Shares Held: 2.1K
Portfolio Weight: 0.00%
Owned Since: 2025-Q1

Top Holding	Sector	Market Value	Weight
1 iShares Core S&P 500 ETF IVV	ETF ETF	$5.5B	11.75%
2 Amazon AMZN	Specialty Retail Consumer Cyclical	$983.1M	2.10%
3 Nvidia NVDA	Semiconductors Technology	$935.8M	2.00%