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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 %
VA
251
VestGen Advisors
Illinois
$1.44M +$1.44M +11,847 New
CPIG
252
Chicago Partners Investment Group
Illinois
$1.44M -$2.94K -24 -0.2%
DC
253
Davenport & Co
Virginia
$1.44M +$15.6K +128 +1%
AIM
254
Acropolis Investment Management
Missouri
$1.43M -$7.68K -63 -0.5%
SFPM
255
Sensible Financial Planning & Management
Massachusetts
$1.43M +$12.1K +99 +0.9%
SFS
256
Sowell Financial Services
Arkansas
$1.42M -$6.58K -54 -0.5%
SA
257
Sovran Advisors
California
$1.42M +$17.4K +152 +1%
Comerica Bank
258
Comerica Bank
Texas
$1.41M -$105K -860 -7%
SP
259
Symmetry Partners
Connecticut
$1.41M -$6.58K -54 -0.5%
BF
260
Brooklyn FI
New York
$1.41M +$66.6K +546 +5%
OSAM
261
O'Shaughnessy Asset Management
Connecticut
$1.4M +$395K +3,243 +39%
WWG
262
West Wealth Group
California
$1.4M -$52.9K -432 -4%
SVWG
263
Shared Vision Wealth Group
United States
$1.39M -$113K -925 -8%
MOS
264
MGO One Seven
Ohio
$1.37M +$167K +1,369 +14%
COCM
265
Charter Oak Capital Management
New Hampshire
$1.37M +$610 +5 +0%
Susquehanna International Group
266
Susquehanna International Group
Pennsylvania
$1.37M +$667K +5,468 +95%
ISFAN
267
Investor's Fiduciary Advisor Network
Washington
$1.37M +$65.2K +535 +5%
CWM
268
Cranbrook Wealth Management
Michigan
$1.33M +$5.97K +49 +0.5%
MFA
269
Morling Financial Advisors
California
$1.32M +$51.3K +421 +4%
PFA
270
Pure Financial Advisors
California
$1.31M +$95.2K +781 +8%
SFG
271
SNS Financial Group
Minnesota
$1.3M -$72.7K -596 -5%
AA
272
Advisory Alpha
Michigan
$1.29M -$15.7K -129 -1%
RSWM
273
Robertson Stephens Wealth Management
California
$1.29M -$544K -4,462 -30%
CWM
274
Congress Wealth Management
Massachusetts
$1.28M +$83.1K +682 +7%
Bessemer Group
275
Bessemer Group
New Jersey
$1.28M -$4.63K -38 -0.4%