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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
SG
301
StoneX Group
New York
$1.14M
NB
302
NBT Bank
New York
$1.14M
CWG
303
Crown Wealth Group
North Carolina
$1.13M
OFP
304
OLIO Financial Planning
Virginia
$1.11M
CA
305
CoreCap Advisors
Michigan
$1.1M
SA
306
Sovran Advisors
California
$1.1M
AWM
307
Aprio Wealth Management
Georgia
$1.1M
MHB
308
Midwest Heritage Bank
Iowa
$1.1M
OGF
309
Orin Green Financial
California
$1.08M
MBFW
310
Morton Brown Family Wealth
Pennsylvania
$1.07M
ST
311
Sentinel Trust
Texas
$1.06M
AWA
312
Arkadios Wealth Advisors
Georgia
$1.06M
AF
313
Apexium Financial
Texas
$1.05M
MNA
314
Manning & Napier Advisors
New York
$1.05M
MSA
315
Marino Stram & Associates
Massachusetts
$1.05M
JC
316
JB Capital
Connecticut
$1.04M
WA
317
WBH Advisory
Maryland
$1.04M
DADC
318
D.A. Davidson & Co
Montana
$1.04M
RCS
319
Retirement Capital Strategies
California
$1.04M
SAM
320
Strategy Asset Managers
California
$1.03M
KPWS
321
Kestra Private Wealth Services
Texas
$1.03M
MGP
322
Metis Global Partners
California
$1.02M
GS
323
GTS Securities
New York
$1.02M
OCM
324
One Capital Management
California
$1.01M
PTC
325
Private Trust Company
Ohio
$1M