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iShares ESG Aware MSCI USA ETF

765 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, 237 increasing their positions, 326 reducing their positions, and 33 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: 237 | Existing positions reduced: 326

Holders
765
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
WA
301
Wealth Alliance
New York
$1.16M
SG
302
StoneX Group
New York
$1.14M
NB
303
NBT Bank
New York
$1.14M
CWG
304
Crown Wealth Group
North Carolina
$1.13M
OFP
305
OLIO Financial Planning
Virginia
$1.11M
CA
306
CoreCap Advisors
Michigan
$1.1M
SA
307
Sovran Advisors
California
$1.1M
AWM
308
Aprio Wealth Management
Georgia
$1.1M
MHB
309
Midwest Heritage Bank
Iowa
$1.1M
OGF
310
Orin Green Financial
California
$1.08M
MBFW
311
Morton Brown Family Wealth
Pennsylvania
$1.07M
ST
312
Sentinel Trust
Texas
$1.06M
AWA
313
Arkadios Wealth Advisors
Georgia
$1.06M
AF
314
Apexium Financial
Texas
$1.05M
MNA
315
Manning & Napier Advisors
New York
$1.05M
MSA
316
Marino Stram & Associates
Massachusetts
$1.05M
JC
317
JB Capital
Connecticut
$1.04M
WA
318
WBH Advisory
Maryland
$1.04M
DADC
319
D.A. Davidson & Co
Montana
$1.04M
RCS
320
Retirement Capital Strategies
California
$1.04M
SAM
321
Strategy Asset Managers
California
$1.03M
KPWS
322
Kestra Private Wealth Services
Texas
$1.03M
MGP
323
Metis Global Partners
California
$1.02M
GS
324
GTS Securities
New York
$1.02M
OCM
325
One Capital Management
California
$1.01M