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iShares ESG Aware MSCI USA ETF

764 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 64 funds opening new positions, 238 increasing their positions, 325 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

25% less funds holding in top 10

Funds holding in top 10: 2418 (-6)

27% less repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 325

Holders
764
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$58.4M
2 +$57.6M
3 +$39.3M
4
Morgan Stanley
Morgan Stanley
New York
+$28.1M
5
MMA
Miracle Mile Advisors
California
+$26.3M

Top Sellers

1 -$180M
2 -$178M
3 -$75.7M
4
BlackRock
BlackRock
New York
-$27.9M
5
JSW
Journey Strategic Wealth
New Jersey
-$15.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
226
BlueStem Wealth Partners
Minnesota
$1.9M
GA
227
GFS Advisors
Texas
$1.89M
MCM
228
Mendel Capital Management
Arkansas
$1.89M
NL
229
NEPC LLC
Massachusetts
$1.88M
IAG
230
Ipsen Advisor Group
Arkansas
$1.88M
GWM
231
GSB Wealth Management
Connecticut
$1.85M
JWCA
232
J.W. Cole Advisors
Florida
$1.85M
DC
233
Davenport & Co
Virginia
$1.84M
CCFM
234
Clear Creek Financial Management
Washington
$1.79M
AWE
235
Avidian Wealth Enterprises
Texas
$1.79M
AF
236
Allworth Financial
California
$1.79M
SXL
237
Summit X LLC
Missouri
$1.78M
HSWS
238
Higgins & Schmidt Wealth Strategies
Colorado
$1.75M
Baird Financial Group
239
Baird Financial Group
Wisconsin
$1.74M
SFC
240
SYM Financial Corp
Indiana
$1.73M
SPIA
241
Strategic Point Investment Advisors
Rhode Island
$1.73M
CWMK
242
Caliber Wealth Management (Kansas)
Kansas
$1.72M
MFA
243
Morling Financial Advisors
California
$1.68M
William Blair & Company
244
William Blair & Company
Illinois
$1.66M
AIM
245
Acropolis Investment Management
Missouri
$1.65M
Renaissance Technologies
246
Renaissance Technologies
New York
$1.65M
CWA
247
Clearview Wealth Advisors
Oregon
$1.65M
JFG
248
JMG Financial Group
Illinois
$1.64M
VA
249
Valmark Advisers
Ohio
$1.64M
SFA
250
Sequoia Financial Advisors
Ohio
$1.62M