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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
TW
426
Traveka Wealth
California
$594K
MFP
427
Meridian Financial Partners
Virginia
$588K
LOIP
428
Live Oak Investment Partners
Texas
$587K
AWMNH
429
Arcadia Wealth Management (New Hampshire)
New Hampshire
$587K
MWM
430
MBE Wealth Management
Wisconsin
$584K
W
431
WealthCollab
Washington
$583K
DE
432
Diversified Enterprises
Delaware
$581K
MT
433
Midwest Trust
Kansas
$581K
S
434
SignatureFD
Georgia
$578K
AA
435
Ancora Advisors
Ohio
$575K
FIA
436
Foundations Investment Advisors
Arizona
$567K
USCWA
437
U.S. Capital Wealth Advisors
Texas
$564K
EWA
438
Emergent Wealth Advisors
New York
$563K
ACS
439
Archford Capital Strategies
Illinois
$559K
CFIA
440
Cantor Fitzgerald Investment Advisors
New York
$554K
VT
441
Vise Technologies
New York
$547K
QC
442
Quent Capital
New York
$544K
SFG
443
Sovereign Financial Group
Connecticut
$544K
TWM
444
Tanager Wealth Management
United Kingdom
$542K
BJL
445
Brighton Jones LLC
Washington
$539K
CB
446
Commerce Bank
Missouri
$536K
JIC
447
Johnson Investment Counsel
Ohio
$535K
OPCM
448
Osborne Partners Capital Management
California
$534K
LIA
449
LifePlan Investment Advisors
North Carolina
$534K
VWA
450
Visionary Wealth Advisors
Illinois
$532K