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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 %
SW
451
SVB Wealth
Massachusetts
$499K
RWP
452
RWA Wealth Partners
Massachusetts
$493K -$34.4K -282 -7%
CB
453
Commerce Bank
Missouri
$490K
SAW
454
Signal Advisors Wealth
Michigan
$489K -$166K -1,362 -25%
Jones Financial Companies
455
Jones Financial Companies
Missouri
$488K +$227K +1,876 +87%
TWM
456
Tanager Wealth Management
United Kingdom
$488K +$56.2K +461 +13%
B
457
Bailard
California
$486K
JIC
458
Johnson Investment Counsel
Ohio
$482K
VWA
459
Visionary Wealth Advisors
Illinois
$478K -$5.49K -45 -1%
AF
460
Advisornet Financial
Minnesota
$477K +$38.4K +315 +9%
GWM
461
Geneos Wealth Management
Colorado
$476K +$297K +2,433 +165%
CC
462
Copperleaf Capital
North Carolina
$471K -$86.4K -709 -16%
OPCM
463
Osborne Partners Capital Management
California
$467K -$6.1K -50 -1%
LIA
464
LifePlan Investment Advisors
North Carolina
$466K +$31.3K +257 +7%
ACI
465
Alpha Cubed Investments
California
$466K +$610 +5 +0.1%
LF
466
Lantz Financial
Illinois
$461K +$366 +3 +0.1%
RFP
467
Root Financial Partners
California
$460K -$33.4K -274 -7%
RWM
468
RKL Wealth Management
Pennsylvania
$454K +$1.22K +10 +0.3%
AAP
469
Arax Advisory Partners
Colorado
$453K +$57.7K +473 +15%
MFP
470
Meridian Financial Partners
Virginia
$452K +$84.3K +691 +23%
MG
471
Mather Group
Illinois
$448K
PFM
472
Peak Financial Management
Massachusetts
$447K -$9.14K -75 -2%
AAS
473
Ameritas Advisory Services
Nebraska
$446K +$4.64K +37 +1%
BAAM
474
Baker Avenue Asset Management
California
$442K -$47.9K -393 -10%
GC
475
Grimes & Company
Massachusetts
$437K -$1.34K -11 -0.3%