ESGU icon

iShares ESG Aware MSCI USA ETF

765 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, 237 increasing their positions, 326 reducing their positions, and 33 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: 237 | Existing positions reduced: 326

Holders
765
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
PCA
376
Pallas Capital Advisors
Massachusetts
$804K
DWP
377
Destiny Wealth Partners
Florida
$801K
BIA
378
Bell Investment Advisors
California
$797K
FRA
379
Front Row Advisors
California
$783K
SPI
380
Sutton Place Investors
New York
$780K
RFP
381
RCS Financial Planning
Maryland
$778K
AQR Capital Management
382
AQR Capital Management
Connecticut
$778K
FF
383
Farrell Financial
New York
$770K
IA
384
IFG Advisory
Georgia
$767K
KFP
385
Keener Financial Planning
Texas
$758K
PA
386
PFG Advisors
Arizona
$751K
SRB
387
Shotwell Rutter Baer
Michigan
$746K
WA
388
Waverly Advisors
Alabama
$738K
CI Investments Inc
389
CI Investments Inc
Ontario, Canada
$737K
PFGIA
390
Patriot Financial Group Insurance Agency
Massachusetts
$731K
APWA
391
Atlas Private Wealth Advisors
New Jersey
$724K
FGC
392
Financial Gravity Companies
Texas
$718K
WWM
393
Western Wealth Management
Colorado
$712K
SWM
394
Spire Wealth Management
Virginia
$706K
MCAI
395
Members Capital Advisors Inc
Wisconsin
$704K
Jones Financial Companies
396
Jones Financial Companies
Missouri
$695K
DA
397
Detalus Advisors
Missouri
$695K
IWM
398
IHT Wealth Management
Illinois
$695K
PAI
399
Pittenger & Anderson Inc
Nebraska
$691K
AL
400
Aspiriant LLC
California
$688K