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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 %
SI
301
Stephens Inc
Arkansas
$1.06M -$52.2K -428 -5%
WA
302
Wealth Alliance
New York
$1.05M -$1.06M -8,656 -50%
CA
303
CoreCap Advisors
Michigan
$1.03M +$17.4K +143 +2%
TFO
304
Tarbox Family Office
California
$1.02M -$56.7K -465 -5%
MSA
305
Marino Stram & Associates
Massachusetts
$1.02M +$1.46K +12 +0.1%
MGP
306
Metis Global Partners
California
$1.02M +$375K +3,075 +59%
GKWIM
307
Gerber Kawasaki Wealth & Investment Management
California
$1.01M +$30.6K +251 +3%
AG
308
Ascent Group
Virginia
$1M -$368K -3,021 -27%
AWM
309
Aprio Wealth Management
Georgia
$993K +$798K +6,545 +409%
MHB
310
Midwest Heritage Bank
Iowa
$988K -$3.54K -29 -0.4%
BNP Paribas Financial Markets
311
BNP Paribas Financial Markets
France
$988K -$104M -851,291 -99%
OCM
312
One Capital Management
California
$983K +$339K +2,784 +53%
RCS
313
Retirement Capital Strategies
California
$982K -$40.7K -334 -4%
OFP
314
OLIO Financial Planning
Virginia
$977K -$758K -6,221 -44%
MBFW
315
Morton Brown Family Wealth
Pennsylvania
$968K +$488 +4 +0.1%
VA
316
Vident Advisory
Georgia
$963K -$10K -82 -1%
PTC
317
Private Trust Company
Ohio
$957K -$2.44K -20 -0.3%
AWA
318
Arkadios Wealth Advisors
Georgia
$951K +$951K +7,804 New
BBP
319
Banco BTG Pactual
Brazil
$951K -$48.8K -400 -5%
HPM
320
Hoxton Planning & Management
West Virginia
$949K +$182K +1,494 +24%
AF
321
Apexium Financial
Texas
$942K +$2.07K +17 +0.2%
M&T Bank
322
M&T Bank
New York
$939K -$122K -1,000 -11%
ST
323
Sentinel Trust
Texas
$937K -$10K -82 -1%
DADC
324
D.A. Davidson & Co
Montana
$932K -$202K -1,656 -18%
CI Investments Inc
325
CI Investments Inc
Ontario, Canada
$927K +$12.2K +100 +1%