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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
CC
451
Copperleaf Capital
North Carolina
$531K
SAW
452
Signal Advisors Wealth
Michigan
$530K
RF
453
Rossby Financial
Florida
$526K
GVAG
454
Great Valley Advisor Group
Delaware
$525K
NBWM
455
North Berkeley Wealth Management
California
$520K
Brown Advisory
456
Brown Advisory
Maryland
$520K
RWP
457
RWA Wealth Partners
Massachusetts
$518K
ACI
458
Alpha Cubed Investments
California
$518K
LF
459
Lantz Financial
Illinois
$515K
PFM
460
Peak Financial Management
Massachusetts
$508K
RWM
461
RKL Wealth Management
Pennsylvania
$505K
EC
462
Estate Counselors
Wisconsin
$501K
GSWM
463
Golden State Wealth Management
California
$501K
SPWG
464
Syntegra Private Wealth Group
Missouri
$500K
CIA
465
Capital Investment Advisors
Georgia
$494K
SAI
466
Savvy Advisors Inc
New York
$487K
RFP
467
Root Financial Partners
California
$484K
GC
468
Grimes & Company
Massachusetts
$481K
GFWA
469
Grey Fox Wealth Advisors
Delaware
$481K
LW
470
Libra Wealth
California
$480K
SAM
471
Sherman Asset Management
California
$479K
CAAM
472
Cornerstone Advisors Asset Management
Pennsylvania
$478K
WSFS
473
Wilmington Savings Fund Society
Delaware
$476K
OPWM
474
Oregon Pacific Wealth Management
Oregon
$476K
5W
475
5T Wealth
California
$474K