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iShares ESG Aware MSCI USA ETF

764 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, 238 increasing their positions, 325 reducing their positions, and 32 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: 238 | Existing positions reduced: 325

Holders
764
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
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$41.8M
Creative Planning
27
Creative Planning
Kansas
$41.6M
CLGM
28
Capitolis Liquid Global Markets
New York
$39.1M
I
29
IMPACTfolio
Colorado
$37.7M
AA
30
Alesco Advisors
New York
$37.6M
Envestnet Portfolio Solutions
31
Envestnet Portfolio Solutions
Illinois
$36.8M
MMA
32
Miracle Mile Advisors
California
$35M
Mirae Asset Global Investments
33
Mirae Asset Global Investments
South Korea
$34.2M
MWM
34
Mission Wealth Management
California
$31.1M
Fidelity Investments
35
Fidelity Investments
Massachusetts
$31M
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$29.9M
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$28.6M
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$26.3M
Raymond James Financial
39
Raymond James Financial
Florida
$25.5M
National Bank of Canada
40
National Bank of Canada
Quebec, Canada
$24.6M
MML Investors Services
41
MML Investors Services
Massachusetts
$24.3M
BCM
42
Brookstone Capital Management
Illinois
$24.3M
JIC
43
Joel Isaacson & Co
New York
$23.8M
AllianceBernstein
44
AllianceBernstein
Tennessee
$23.3M
ATPW
45
Ashton Thomas Private Wealth
Arizona
$23.2M
CGL
46
Clarius Group LLC
Washington
$23.1M
SHGA
47
Sand Hill Global Advisors
California
$22.9M
Osaic Holdings
48
Osaic Holdings
Arizona
$22.7M
PAS
49
Park Avenue Securities
New York
$22.5M
RCG
50
Rock Creek Group
District of Columbia
$21.1M