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iShares ESG Aware MSCI USA ETF

760 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, 237 increasing their positions, 325 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
760
Holders Change
+15
Holders Change %
+2.01%
% of All Funds
10.19%
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
237
Reduced
325
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BIA
376
Bell Investment Advisors
California
$797K -$34.2K -253 -4%
FRA
377
Front Row Advisors
California
$783K
SPI
378
Sutton Place Investors
New York
$780K -$947 -7 -0.1%
RFP
379
RCS Financial Planning
Maryland
$778K -$52.1K -385 -6%
AQR Capital Management
380
AQR Capital Management
Connecticut
$778K -$137K -1,016 -15%
FF
381
Farrell Financial
New York
$770K +$1.35K +10 +0.2%
IA
382
IFG Advisory
Georgia
$767K -$59.3K -438 -7%
KFP
383
Keener Financial Planning
Texas
$758K +$16.8K +124 +2%
PA
384
PFG Advisors
Arizona
$751K +$91.9K +679 +14%
SRB
385
Shotwell Rutter Baer
Michigan
$746K -$18.7K -137 -2%
WA
386
Waverly Advisors
Alabama
$738K -$285K -2,105 -28%
CI Investments Inc
387
CI Investments Inc
Ontario, Canada
$737K -$291K -2,150 -28%
PFGIA
388
Patriot Financial Group Insurance Agency
Massachusetts
$731K +$34.9K +258 +5%
APWA
389
Atlas Private Wealth Advisors
New Jersey
$724K +$1.35K +10 +0.2%
FGC
390
Financial Gravity Companies
Texas
$718K +$718K +5,305 New
WWM
391
Western Wealth Management
Colorado
$712K +$6.77K +50 +1%
SWM
392
Spire Wealth Management
Virginia
$706K -$27.2K -201 -4%
MCAI
393
Members Capital Advisors Inc
Wisconsin
$704K
Jones Financial Companies
394
Jones Financial Companies
Missouri
$695K +$154K +1,148 +29%
DA
395
Detalus Advisors
Missouri
$695K +$812 +6 +0.1%
IWM
396
IHT Wealth Management
Illinois
$695K -$3.25K -24 -0.5%
PAI
397
Pittenger & Anderson Inc
Nebraska
$691K -$18.8K -139 -3%
AL
398
Aspiriant LLC
California
$688K +$688K +5,082 New
Lido Advisors
399
Lido Advisors
California
$686K -$6.77K -50 -1%
RCA
400
Resonant Capital Advisors
Wisconsin
$683K