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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
SAMC
251
Spectrum Asset Management (California)
California
$1.62M
RIM
252
Ryan Investment Management
Colorado
$1.62M
CPIG
253
Chicago Partners Investment Group
Illinois
$1.61M
AWS
254
Atria Wealth Solutions
New York
$1.58M
WWG
255
West Wealth Group
California
$1.58M
VA
256
VestGen Advisors
Illinois
$1.54M
GAM
257
Gould Asset Management
California
$1.54M
SFS
258
Sowell Financial Services
Arkansas
$1.53M
SFG
259
SNS Financial Group
Minnesota
$1.53M
TFO
260
Tarbox Family Office
California
$1.53M
COCM
261
Charter Oak Capital Management
New Hampshire
$1.52M
CWM
262
Cranbrook Wealth Management
Michigan
$1.51M
RFA
263
RTD Financial Advisors
Pennsylvania
$1.49M
CWM
264
Congress Wealth Management
Massachusetts
$1.49M
RSWM
265
Robertson Stephens Wealth Management
California
$1.48M
TWP
266
Tempus Wealth Planning
California
$1.47M
BBP
267
Banco BTG Pactual
Brazil
$1.44M
AA
268
Advisory Alpha
Michigan
$1.44M
EFG
269
Elios Financial Group
Ohio
$1.44M
SCA
270
Scott Capital Advisors
Oregon
$1.42M
WIA
271
World Investment Advisors
California
$1.41M
SW
272
SoFi Wealth
California
$1.4M
GRP
273
Global Retirement Partners
California
$1.4M
Bessemer Group
274
Bessemer Group
New Jersey
$1.38M
SAM
275
Smartleaf Asset Management
Massachusetts
$1.36M