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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
EWA
276
EP Wealth Advisors
California
$1.35M
SVWG
277
Shared Vision Wealth Group
United States
$1.35M
VCP
278
Verus Capital Partners
Arizona
$1.34M
KV
279
Kickstand Ventures
New York
$1.34M
ISFAN
280
Investor's Fiduciary Advisor Network
Washington
$1.32M
Kovitz Investment Group Partners
281
Kovitz Investment Group Partners
Illinois
$1.32M
APW
282
Austin Private Wealth
Texas
$1.31M
SP
283
Symmetry Partners
Connecticut
$1.29M
CA
284
CWC Advisors
Oregon
$1.28M
WAM
285
WNY Asset Management
New York
$1.27M
NA
286
Nottingham Advisors
New York
$1.27M
RCAG
287
Rehmann Capital Advisory Group
Michigan
$1.26M
MHR
288
Matthew Hamilton Rosenberg
$1.26M
CIA
289
Compass Ion Advisors
Pennsylvania
$1.25M
WFS
290
WealthGarden F.S.
California
$1.24M
Comerica Bank
291
Comerica Bank
Texas
$1.24M
AWM
292
AE Wealth Management
Kansas
$1.24M
BBA
293
BLB&B Advisors
Pennsylvania
$1.22M
CIA
294
Concurrent Investment Advisors
Florida
$1.21M
WAL
295
W Advisors LLC
Tennessee
$1.19M
MAMG
296
Milestone Asset Management Group
Connecticut
$1.19M
SI
297
Stephens Inc
Arkansas
$1.18M
GKWIM
298
Gerber Kawasaki Wealth & Investment Management
California
$1.18M
MLA
299
My Legacy Advisors
Oregon
$1.17M
WA
300
Wealth Alliance
New York
$1.16M