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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 %
HFS
426
Howard Financial Services
Texas
$577K +$1.46K +12 +0.3%
TWA
427
Talisman Wealth Advisors
New Jersey
$576K -$33.8K -277 -6%
CWM
428
Certus Wealth Management
California
$573K
CAM
429
Concorde Asset Management
Michigan
$572K +$238 +2 +0%
FCI
430
Financial Counselors Inc
Kansas
$560K -$29.4K -241 -5%
AI
431
Atria Investments
North Carolina
$556K -$697K -5,714 -56%
VW
432
Veridan Wealth
Oregon
$543K -$128K -1,050 -19%
LFA
433
Level Financial Advisors
New York
$540K
FIA
434
Foundations Investment Advisors
Arizona
$539K -$166K -1,362 -24%
QC
435
Quent Capital
New York
$536K -$14.6K -120 -3%
S
436
SignatureFD
Georgia
$535K -$22.1K -181 -4%
GSWM
437
Golden State Wealth Management
California
$529K -$224K -1,839 -30%
SAM
438
Smartleaf Asset Management
Massachusetts
$528K +$528K +4,356 New
AWMNH
439
Arcadia Wealth Management (New Hampshire)
New Hampshire
$528K +$1.34K +11 +0.3%
Bank of Montreal
440
Bank of Montreal
Ontario, Canada
$527K +$245K +2,007 +87%
W
441
WealthCollab
Washington
$526K
FFG
442
Fiduciary Financial Group
California
$524K +$524K +4,589 New
M
443
MATAURO
New York
$523K +$139K +1,140 +36%
QC
444
Quadrature Capital
United Kingdom
$519K +$519K +4,262 New
AA
445
Ancora Advisors
Ohio
$518K -$3.29K -27 -0.6%
GVAG
446
Great Valley Advisor Group
Delaware
$517K -$42.3K -347 -8%
CFIA
447
Cantor Fitzgerald Investment Advisors
New York
$514K +$4.51K +37 +0.9%
SPWG
448
Syntegra Private Wealth Group
Missouri
$511K -$21.7K -178 -4%
ACS
449
Archford Capital Strategies
Illinois
$507K +$3.17K +26 +0.6%
MWM
450
MBE Wealth Management
Wisconsin
$504K +$149K +1,224 +42%