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iShares ESG Aware MSCI USA ETF

760 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, 237 increasing their positions, 325 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
760
Holders Change
+15
Holders Change %
+2.01%
% of All Funds
10.19%
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
237
Reduced
325
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWG
301
Crown Wealth Group
North Carolina
$1.13M -$112K -829 -9%
OFP
302
OLIO Financial Planning
Virginia
$1.11M +$20.8K +154 +2%
CA
303
CoreCap Advisors
Michigan
$1.1M -$34.4K -254 -3%
SA
304
Sovran Advisors
California
$1.1M -$572K -4,226 -34%
AWM
305
Aprio Wealth Management
Georgia
$1.1M -$3.38K -25 -0.3%
MHB
306
Midwest Heritage Bank
Iowa
$1.1M
OGF
307
Orin Green Financial
California
$1.08M
MBFW
308
Morton Brown Family Wealth
Pennsylvania
$1.07M +$677 +5 +0.1%
ST
309
Sentinel Trust
Texas
$1.06M +$17.3K +128 +2%
AWA
310
Arkadios Wealth Advisors
Georgia
$1.06M
AF
311
Apexium Financial
Texas
$1.05M +$7.04K +52 +0.7%
MNA
312
Manning & Napier Advisors
New York
$1.05M -$141K -1,039 -12%
MSA
313
Marino Stram & Associates
Massachusetts
$1.05M -$79.3K -586 -7%
JC
314
JB Capital
Connecticut
$1.04M +$29.8K +220 +3%
WA
315
WBH Advisory
Maryland
$1.04M -$262K -1,939 -20%
DADC
316
D.A. Davidson & Co
Montana
$1.04M +$3.38K +25 +0.3%
RCS
317
Retirement Capital Strategies
California
$1.04M -$53.8K -398 -5%
SAM
318
Strategy Asset Managers
California
$1.03M +$23.7K +175 +2%
KPWS
319
Kestra Private Wealth Services
Texas
$1.03M -$768K -5,673 -43%
MGP
320
Metis Global Partners
California
$1.02M -$106K -787 -9%
GS
321
GTS Securities
New York
$1.02M +$1.02M +7,513 New
OCM
322
One Capital Management
California
$1.01M -$76.9K -568 -7%
PTC
323
Private Trust Company
Ohio
$1M -$58.2K -430 -5%
KL
324
KilterHowling LLC
Colorado
$1M +$7.58K +56 +0.8%
AWP
325
Axis Wealth Partners
Rhode Island
$1M +$114K +839 +13%