ESGU icon

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 %
PAI
401
Pittenger & Anderson Inc
Nebraska
$639K +$210K +1,724 +49%
WWM
402
Western Wealth Management
Colorado
$635K -$47.1K -386 -7%
MCAI
403
Members Capital Advisors Inc
Wisconsin
$635K
HFO
404
Heritage Family Offices
Arizona
$631K -$112K -917 -15%
IWM
405
IHT Wealth Management
Illinois
$629K +$76.2K +625 +14%
PFGIA
406
Patriot Financial Group Insurance Agency
Massachusetts
$628K -$47.9K -393 -7%
GDP
407
Great Diamond Partners
Maine
$626K -$23.4K -192 -4%
DA
408
Detalus Advisors
Missouri
$626K +$11.8K +97 +2%
WFA
409
Wade Financial Advisory
California
$625K +$113K +926 +22%
Lido Advisors
410
Lido Advisors
California
$624K +$6.71K +55 +1%
SAI
411
Savvy Advisors Inc
New York
$618K +$207K +1,695 +50%
SRB
412
Shotwell Rutter Baer
Michigan
$618K -$61.3K -556 -9%
RCA
413
Resonant Capital Advisors
Wisconsin
$615K
TPCW
414
TD Private Client Wealth
New York
$614K -$189K -1,551 -24%
SFG
415
Sovereign Financial Group
Connecticut
$607K +$25.8K +212 +4%
WAP
416
Wealthcare Advisory Partners
Pennsylvania
$604K +$1.34K +11 +0.2%
BFP
417
Brewster Financial Planning
New York
$604K
WAM
418
WNY Asset Management
New York
$599K +$599K +4,914 New
KWM
419
Kingsview Wealth Management
Oregon
$599K +$3.05K +25 +0.5%
Qube Research & Technologies (QRT)
420
Qube Research & Technologies (QRT)
United Kingdom
$598K -$603K -4,948 -50%
USCWA
421
U.S. Capital Wealth Advisors
Texas
$597K +$55.1K +452 +10%
MFG
422
Magnus Financial Group
New York
$595K -$459K -3,761 -44%
PA
423
PFG Advisors
Arizona
$594K -$23.8K -195 -4%
FA
424
Fiduciary Alliance
South Carolina
$592K -$38.8K -318 -6%
MSFS
425
Main Street Financial Solutions
Pennsylvania
$588K +$3.17K +26 +0.5%