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iShares ESG Aware MSCI USA ETF

759 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 62 funds opening new positions, 236 increasing their positions, 325 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
759
Holders Change
+14
Holders Change %
+1.88%
% of All Funds
10.18%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.24%
New
62
Increased
236
Reduced
325
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
226
Mendel Capital Management
Arkansas
$1.89M -$5.41K -40 -0.3%
NL
227
NEPC LLC
Massachusetts
$1.88M
IAG
228
Ipsen Advisor Group
Arkansas
$1.88M -$18.8K -139 -1%
GWM
229
GSB Wealth Management
Connecticut
$1.85M -$57.8K -427 -3%
JWCA
230
J.W. Cole Advisors
Florida
$1.85M -$6.49K -48 -0.4%
DC
231
Davenport & Co
Virginia
$1.84M +$248K +1,836 +16%
CCFM
232
Clear Creek Financial Management
Washington
$1.79M -$102K -756 -5%
AWE
233
Avidian Wealth Enterprises
Texas
$1.79M -$146K -1,077 -8%
AF
234
Allworth Financial
California
$1.79M -$143K -1,060 -7%
SXL
235
Summit X LLC
Missouri
$1.78M +$48.7K +360 +3%
HSWS
236
Higgins & Schmidt Wealth Strategies
Colorado
$1.75M +$111K +820 +7%
Baird Financial Group
237
Baird Financial Group
Wisconsin
$1.74M +$34.9K +258 +2%
SFC
238
SYM Financial Corp
Indiana
$1.73M
SPIA
239
Strategic Point Investment Advisors
Rhode Island
$1.73M -$109K -805 -6%
CWMK
240
Caliber Wealth Management (Kansas)
Kansas
$1.72M -$176K -1,304 -9%
MFA
241
Morling Financial Advisors
California
$1.68M +$218K +1,610 +15%
William Blair & Company
242
William Blair & Company
Illinois
$1.66M +$21.8K +161 +1%
AIM
243
Acropolis Investment Management
Missouri
$1.65M +$65.1K +481 +4%
Renaissance Technologies
244
Renaissance Technologies
New York
$1.65M +$1.65M +12,200 New
CWA
245
Clearview Wealth Advisors
Oregon
$1.65M +$9.61K +71 +0.6%
JFG
246
JMG Financial Group
Illinois
$1.64M -$57.1K -422 -3%
VA
247
Valmark Advisers
Ohio
$1.64M +$12.3K +91 +0.8%
SFA
248
Sequoia Financial Advisors
Ohio
$1.62M +$6.63K +49 +0.4%
SAMC
249
Spectrum Asset Management (California)
California
$1.62M -$101K -744 -6%
RIM
250
Ryan Investment Management
Colorado
$1.62M +$1.62M +11,956 New