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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 %
WA
326
Waverly Advisors
Alabama
$921K +$649K +5,324 +238%
JC
327
JB Capital
Connecticut
$909K +$132K +1,083 +17%
SAM
328
Strategy Asset Managers
California
$908K -$12.4K -102 -1%
KL
329
KilterHowling LLC
Colorado
$908K -$31K -251 -3%
FWP
330
Firethorn Wealth Partners
Georgia
$897K -$115K -944 -11%
ACA
331
American Capital Advisory
Idaho
$893K +$2.19K +18 +0.2%
OGF
332
Orin Green Financial
California
$892K +$892K +7,978 New
FHA
333
Flagship Harbor Advisors
Massachusetts
$890K +$31K +254 +4%
KP
334
Keel Point
Alabama
$885K +$122 +1 +0%
EFL
335
ERn Financial LLC
Wisconsin
$882K -$16.9K -139 -2%
TIA
336
Traphagen Investment Advisors
New Jersey
$880K -$26.3K -216 -3%
MFA
337
McClarren Financial Advisors
Pennsylvania
$877K -$391K -2,216 -31%
CAM
338
Cresset Asset Management
Illinois
$862K +$256K +2,104 +42%
PPW
339
Presilium Private Wealth
Pennsylvania
$861K +$61.9K +508 +8%
TWM
340
TSA Wealth Management
Texas
$861K -$6.71K -55 -0.8%
Vanguard Group
341
Vanguard Group
Pennsylvania
$860K +$121K +992 +16%
BIA
342
Bigelow Investment Advisors
Maine
$857K -$22.2K -182 -3%
WP
343
WealthShield Partners
North Carolina
$852K -$570K -4,679 -40%
CIA
344
Concurrent Investment Advisors
Florida
$850K -$9.75K -80 -1%
HFS
345
Hughes Financial Services
Virginia
$848K -$50.8K -415 -6%
KFSC
346
Keystone Financial Services (Colorado)
Colorado
$843K +$266K +2,180 +46%
PS
347
Principal Securities
Iowa
$833K
RP
348
Riverwater Partners
Wisconsin
$832K +$232K +1,903 +39%
SG
349
StoneX Group
New York
$827K -$27.3K -224 -3%
AQR Capital Management
350
AQR Capital Management
Connecticut
$824K +$824K +6,763 New