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iShares ESG Aware MSCI USA ETF

745 hedge funds and large institutions have $9.8B invested in iShares ESG Aware MSCI USA ETF in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 239 increasing their positions, 335 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
745
Holders Change
-37
Holders Change %
-4.73%
% of All Funds
10.12%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
45
Increased
239
Reduced
335
Closed
62
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GA
226
GFS Advisors
Texas
$1.71M
AF
227
Allworth Financial
California
$1.7M -$26.7K -224 -2%
NL
228
NEPC LLC
Massachusetts
$1.7M +$639K +5,241 +60%
JWCA
229
J.W. Cole Advisors
Florida
$1.67M +$485K +3,982 +41%
SPIA
230
Strategic Point Investment Advisors
Rhode Island
$1.65M -$8.53K -70 -0.5%
TC
231
TownSquare Capital
Utah
$1.65M -$1.83M -15,004 -53%
KPWS
232
Kestra Private Wealth Services
Texas
$1.62M -$76.1K -624 -4%
Franklin Resources
233
Franklin Resources
California
$1.57M -$652K -5,347 -29%
SFC
234
SYM Financial Corp
Indiana
$1.56M -$4.15K -34 -0.3%
SXL
235
Summit X LLC
Missouri
$1.56M -$79.7K -654 -5%
SAMC
236
Spectrum Asset Management (California)
California
$1.55M -$852K -6,987 -35%
FHA
237
First Horizon Advisors
Tennessee
$1.55M -$949K -7,787 -38%
Baird Financial Group
238
Baird Financial Group
Wisconsin
$1.54M -$15.7K -129 -1%
BWP
239
BlueStem Wealth Partners
Minnesota
$1.53M -$220K -1,803 -13%
JFG
240
JMG Financial Group
Illinois
$1.53M +$59.4K +487 +4%
GM
241
GeoWealth Management
Illinois
$1.49M +$925K +7,589 +162%
AC
242
AlphaCore Capital
California
$1.49M +$1.49M +12,231 New
HSWS
243
Higgins & Schmidt Wealth Strategies
Colorado
$1.48M -$13K -107 -0.9%
CWA
244
Clearview Wealth Advisors
Oregon
$1.48M +$5.24K +43 +0.4%
William Blair & Company
245
William Blair & Company
Illinois
$1.48M +$31.2K +256 +2%
RFA
246
RTD Financial Advisors
Pennsylvania
$1.47M +$6.22K +51 +0.4%
VA
247
Valmark Advisers
Ohio
$1.46M -$25.7K -211 -2%
SFA
248
Sequoia Financial Advisors
Ohio
$1.46M +$44.5K +365 +3%
GAM
249
Gould Asset Management
California
$1.45M -$33.2K -272 -2%
MWM
250
Modern Wealth Management
Kansas
$1.45M +$595K +4,878 +70%