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iShares ESG Aware MSCI USA ETF

761 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, 238 increasing their positions, 325 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
+16
Holders Change %
+2.15%
% of All Funds
10.2%
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
238
Reduced
325
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MFP
426
Meridian Financial Partners
Virginia
$588K +$86.4K +638 +17%
LOIP
427
Live Oak Investment Partners
Texas
$587K -$230K -1,699 -28%
AWMNH
428
Arcadia Wealth Management (New Hampshire)
New Hampshire
$587K +$1.49K +11 +0.3%
MWM
429
MBE Wealth Management
Wisconsin
$584K +$25.6K +189 +5%
W
430
WealthCollab
Washington
$583K
DE
431
Diversified Enterprises
Delaware
$581K -$144K -1,062 -20%
MT
432
Midwest Trust
Kansas
$581K +$581K +4,294 New
S
433
SignatureFD
Georgia
$578K -$16.2K -120 -3%
AA
434
Ancora Advisors
Ohio
$575K +$135 +1 +0%
FIA
435
Foundations Investment Advisors
Arizona
$567K -$31.3K -231 -5%
USCWA
436
U.S. Capital Wealth Advisors
Texas
$564K -$98.4K -727 -15%
ACS
437
Archford Capital Strategies
Illinois
$559K -$4.33K -32 -0.8%
CFIA
438
Cantor Fitzgerald Investment Advisors
New York
$554K -$16.1K -119 -3%
VT
439
Vise Technologies
New York
$547K +$547K +4,042 New
QC
440
Quent Capital
New York
$544K -$50.9K -376 -9%
SFG
441
Sovereign Financial Group
Connecticut
$544K -$130K -962 -19%
TWM
442
Tanager Wealth Management
United Kingdom
$542K
BJL
443
Brighton Jones LLC
Washington
$539K +$116K +859 +27%
CB
444
Commerce Bank
Missouri
$536K -$7.44K -55 -1%
JIC
445
Johnson Investment Counsel
Ohio
$535K
OPCM
446
Osborne Partners Capital Management
California
$534K +$15.4K +114 +3%
LIA
447
LifePlan Investment Advisors
North Carolina
$534K +$16.5K +122 +3%
VWA
448
Visionary Wealth Advisors
Illinois
$532K +$1.35K +10 +0.3%
CC
449
Copperleaf Capital
North Carolina
$531K +$8.93K +66 +2%
SAW
450
Signal Advisors Wealth
Michigan
$530K -$13.1K -97 -2%