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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 %
EWA
351
EverSource Wealth Advisors
Alabama
$824K +$44.1K +362 +6%
CPP
352
Capasso Planning Partners
South Carolina
$817K -$43.2K -354 -5%
CC
353
Chicago Capital
Illinois
$817K
FPGK
354
Financial Partners Group (Kansas)
Kansas
$814K +$6.34K +52 +0.8%
CTC
355
Central Trust Company
Missouri
$810K -$19.4K -159 -2%
BPA
356
Beacon Pointe Advisors
California
$803K -$71.3K -585 -8%
AWP
357
Axis Wealth Partners
Rhode Island
$801K +$12.9K +106 +2%
MYIA
358
Mount Yale Investment Advisors
Colorado
$795K +$244 +2 +0%
EB
359
Eastern Bank
Massachusetts
$794K -$249K -2,040 -24%
Amundi
360
Amundi
France
$790K
SMWM
361
Silvia McColl Wealth Management
California
$789K
AWA
362
Aaron Wealth Advisors
Illinois
$784K -$224K -1,837 -22%
PCA
363
Pallas Capital Advisors
Massachusetts
$779K
CFG
364
Cornerstone Financial Group
Nebraska
$777K +$59.8K +469 +8%
WCFA
365
Walkner Condon Financial Advisors
Wisconsin
$769K -$7.8K -64 -1%
BSB
366
Bangor Savings Bank
Maine
$753K -$7.32K -60 -1%
BIA
367
Bell Investment Advisors
California
$749K -$96.8K -794 -11%
TWCA
368
Two West Capital Advisors
Kansas
$748K +$19.2K +165 +3%
RFP
369
RCS Financial Planning
Maryland
$748K -$214K -1,756 -22%
SW
370
SoFi Wealth
California
$748K +$646K +5,303 +637%
IA
371
IFG Advisory
Georgia
$744K -$152K -1,246 -17%
MWM
372
Meridian Wealth Management
Kentucky
$739K -$64.9K -532 -8%
O3W
373
Omni 360 Wealth
New Jersey
$737K -$46K -377 -6%
LOIP
374
Live Oak Investment Partners
Texas
$736K +$736K +6,039 New
DWP
375
Destiny Wealth Partners
Florida
$736K