ESGU icon

iShares ESG Aware MSCI USA ETF

760 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, 237 increasing their positions, 325 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
760
Holders Change
+15
Holders Change %
+2.01%
% of All Funds
10.19%
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
237
Reduced
325
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GVAG
451
Great Valley Advisor Group
Delaware
$525K -$49.1K -363 -9%
NBWM
452
North Berkeley Wealth Management
California
$520K +$520K +3,845 New
Brown Advisory
453
Brown Advisory
Maryland
$520K +$520K +3,843 New
RWP
454
RWA Wealth Partners
Massachusetts
$518K -$29.1K -215 -5%
ACI
455
Alpha Cubed Investments
California
$518K +$812 +6 +0.2%
LF
456
Lantz Financial
Illinois
$515K +$3.52K +26 +0.7%
PFM
457
Peak Financial Management
Massachusetts
$508K +$11.5K +85 +2%
RWM
458
RKL Wealth Management
Pennsylvania
$505K +$1.22K +9 +0.2%
EC
459
Estate Counselors
Wisconsin
$501K +$501K +3,700 New
GSWM
460
Golden State Wealth Management
California
$501K -$86.6K -640 -15%
SPWG
461
Syntegra Private Wealth Group
Missouri
$500K -$67.8K -501 -12%
CIA
462
Capital Investment Advisors
Georgia
$494K +$86.5K +639 +21%
SAI
463
Savvy Advisors Inc
New York
$487K -$199K -1,468 -29%
RFP
464
Root Financial Partners
California
$484K -$26.4K -195 -5%
GC
465
Grimes & Company
Massachusetts
$481K -$3.79K -28 -0.8%
GFWA
466
Grey Fox Wealth Advisors
Delaware
$481K +$22.3K +165 +5%
LW
467
Libra Wealth
California
$480K +$480K +3,544 New
SAM
468
Sherman Asset Management
California
$479K +$4.74K +35 +1%
CAAM
469
Cornerstone Advisors Asset Management
Pennsylvania
$478K +$1.22K +9 +0.3%
WSFS
470
Wilmington Savings Fund Society
Delaware
$476K
OPWM
471
Oregon Pacific Wealth Management
Oregon
$476K -$2.44K -18 -0.5%
5W
472
5T Wealth
California
$474K -$310K -2,294 -40%
AF
473
Advisornet Financial
Minnesota
$473K -$56.7K -419 -11%
FNB
474
Farmers National Bank
Kentucky
$465K +$4.33K +32 +0.9%
LGWM
475
Litman Gregory Wealth Management
California
$463K +$31.3K +231 +7%