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iShares ESG Aware MSCI USA Growth ETF

12 hedge funds and large institutions have $16.4M invested in iShares ESG Aware MSCI USA Growth ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
12
Holders Change
+4
Holders Change %
+50%
% of All Funds
0.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
3
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Lido Advisors
1
Lido Advisors
California
$12.3M +$12.3M +310,726 New
SAG
2
SageView Advisory Group
California
$1.47M +$1.47M +37,330 New
Goldman Sachs
3
Goldman Sachs
New York
$811K +$811K +20,552 New
AWM
4
Apollon Wealth Management
South Carolina
$567K
SWA
5
Serenus Wealth Advisors
California
$346K +$346K +8,767 New
TRCT
6
Tower Research Capital (TRC)
New York
$343K -$735K -18,639 -68%
PP
7
Prosperity Planning
Missouri
$219K
FA
8
Fermata Advisors
California
$210K +$19.3K +489 +10%
AssetMark Inc
9
AssetMark Inc
California
$150K +$12.4K +315 +9%
FRA
10
Front Row Advisors
California
$26.8K
UBS Group
11
UBS Group
Switzerland
$20.2K +$9.78K +248 +94%
BL
12
BFSG LLC
California
$14K
BlackRock
13
BlackRock
New York
-$5.35M -120,000 Closed