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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
KL
326
KilterHowling LLC
Colorado
$1M
AWP
327
Axis Wealth Partners
Rhode Island
$1M
TWCA
328
Two West Capital Advisors
Kansas
$1M
FWP
329
Firethorn Wealth Partners
Georgia
$995K
ACA
330
American Capital Advisory
Idaho
$991K
EFL
331
ERn Financial LLC
Wisconsin
$986K
FHA
332
Flagship Harbor Advisors
Massachusetts
$984K
KP
333
Keel Point
Alabama
$982K
HPM
334
Hoxton Planning & Management
West Virginia
$980K
MFA
335
McClarren Financial Advisors
Pennsylvania
$978K
AG
336
Ascent Group
Virginia
$970K
HFS
337
Hughes Financial Services
Virginia
$965K
CAM
338
Cresset Asset Management
Illinois
$956K
TWM
339
TSA Wealth Management
Texas
$954K
BIA
340
Bigelow Investment Advisors
Maine
$951K
PPW
341
Presilium Private Wealth
Pennsylvania
$948K
VA
342
Vident Advisory
Georgia
$946K
AC
343
AlphaCore Capital
California
$921K
Amundi
344
Amundi
France
$914K
EWA
345
EverSource Wealth Advisors
Alabama
$913K
FPGK
346
Financial Partners Group (Kansas)
Kansas
$913K
CPP
347
Capasso Planning Partners
South Carolina
$912K
WP
348
WealthShield Partners
North Carolina
$911K
CC
349
Chicago Capital
Illinois
$907K
MWM
350
Modern Wealth Management
Kansas
$904K