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iShares ESG Aware MSCI USA ETF

761 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, 238 increasing their positions, 325 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
+16
Holders Change %
+2.15%
% of All Funds
10.2%
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
238
Reduced
325
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NB
301
NBT Bank
New York
$1.14M -$99.4K -735 -8%
CWG
302
Crown Wealth Group
North Carolina
$1.13M -$112K -829 -9%
OFP
303
OLIO Financial Planning
Virginia
$1.11M +$20.8K +154 +2%
CA
304
CoreCap Advisors
Michigan
$1.1M -$34.4K -254 -3%
SA
305
Sovran Advisors
California
$1.1M -$572K -4,226 -34%
AWM
306
Aprio Wealth Management
Georgia
$1.1M -$3.38K -25 -0.3%
MHB
307
Midwest Heritage Bank
Iowa
$1.1M
OGF
308
Orin Green Financial
California
$1.08M
MBFW
309
Morton Brown Family Wealth
Pennsylvania
$1.07M +$677 +5 +0.1%
ST
310
Sentinel Trust
Texas
$1.06M +$17.3K +128 +2%
AWA
311
Arkadios Wealth Advisors
Georgia
$1.06M
AF
312
Apexium Financial
Texas
$1.05M +$7.04K +52 +0.7%
MNA
313
Manning & Napier Advisors
New York
$1.05M -$141K -1,039 -12%
MSA
314
Marino Stram & Associates
Massachusetts
$1.05M -$79.3K -586 -7%
JC
315
JB Capital
Connecticut
$1.04M +$29.8K +220 +3%
WA
316
WBH Advisory
Maryland
$1.04M -$262K -1,939 -20%
DADC
317
D.A. Davidson & Co
Montana
$1.04M +$3.38K +25 +0.3%
RCS
318
Retirement Capital Strategies
California
$1.04M -$53.8K -398 -5%
SAM
319
Strategy Asset Managers
California
$1.03M +$23.7K +175 +2%
KPWS
320
Kestra Private Wealth Services
Texas
$1.03M -$768K -5,673 -43%
MGP
321
Metis Global Partners
California
$1.02M -$106K -787 -9%
GS
322
GTS Securities
New York
$1.02M +$1.02M +7,513 New
OCM
323
One Capital Management
California
$1.01M -$76.9K -568 -7%
PTC
324
Private Trust Company
Ohio
$1M -$58.2K -430 -5%
KL
325
KilterHowling LLC
Colorado
$1M +$7.58K +56 +0.8%