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iShares ESG Aware MSCI USA ETF

761 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, 238 increasing their positions, 325 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
+16
Holders Change %
+2.15%
% of All Funds
10.2%
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
238
Reduced
325
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RIM
251
Ryan Investment Management
Colorado
$1.62M +$1.62M +11,956 New
CPIG
252
Chicago Partners Investment Group
Illinois
$1.61M -$16.6K -120 -1%
AWS
253
Atria Wealth Solutions
New York
$1.58M -$3.87M -28,431 -71%
WWG
254
West Wealth Group
California
$1.58M -$6.23K -45 -0.4%
VA
255
VestGen Advisors
Illinois
$1.54M -$91K -659 -6%
GAM
256
Gould Asset Management
California
$1.54M -$63.9K -472 -4%
SFS
257
Sowell Financial Services
Arkansas
$1.53M -$41.8K -309 -3%
SFG
258
SNS Financial Group
Minnesota
$1.53M +$91.3K +675 +6%
TFO
259
Tarbox Family Office
California
$1.53M +$392K +2,900 +35%
COCM
260
Charter Oak Capital Management
New Hampshire
$1.52M -$4.06K -30 -0.3%
CWM
261
Cranbrook Wealth Management
Michigan
$1.51M +$33.8K +250 +2%
RFA
262
RTD Financial Advisors
Pennsylvania
$1.49M -$141K -1,045 -9%
CWM
263
Congress Wealth Management
Massachusetts
$1.49M +$73.2K +541 +5%
RSWM
264
Robertson Stephens Wealth Management
California
$1.48M +$52.6K +389 +4%
TWP
265
Tempus Wealth Planning
California
$1.47M +$95.9K +709 +7%
BBP
266
Banco BTG Pactual
Brazil
$1.44M +$386K +2,850 +37%
AA
267
Advisory Alpha
Michigan
$1.44M +$1.35K +10 +0.1%
EFG
268
Elios Financial Group
Ohio
$1.44M +$232K +1,715 +19%
SCA
269
Scott Capital Advisors
Oregon
$1.42M +$146K +1,071 +11%
WIA
270
World Investment Advisors
California
$1.41M -$5.55K -41 -0.4%
SW
271
SoFi Wealth
California
$1.4M +$568K +4,195 +68%
GRP
272
Global Retirement Partners
California
$1.4M +$1.4M +10,318 New
Bessemer Group
273
Bessemer Group
New Jersey
$1.38M -$33K -244 -2%
SAM
274
Smartleaf Asset Management
Massachusetts
$1.36M +$772K +5,746 +132%
EWA
275
EP Wealth Advisors
California
$1.35M -$21.5K -159 -2%