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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 %
OPWM
476
Oregon Pacific Wealth Management
Oregon
$431K +$128K +1,048 +42%
CAAM
477
Cornerstone Advisors Asset Management
Pennsylvania
$430K +$1.1K +9 +0.3%
WSFS
478
Wilmington Savings Fund Society
Delaware
$429K +$9.88K +81 +2%
UFA
479
US Financial Advisors
Massachusetts
$428K
CG
480
Caprock Group
Idaho
$428K -$10.2K -84 -2%
SAM
481
Sherman Asset Management
California
$427K +$4.39K +36 +1%
LLWM
482
Life Line Wealth Management
California
$423K +$15K +123 +4%
FNB
483
Farmers National Bank
Kentucky
$415K +$5.12K +42 +1%
WHCI
484
W.H. Cornerstone Investments
Massachusetts
$415K +$975 +8 +0.2%
GFWA
485
Grey Fox Wealth Advisors
Delaware
$413K +$72.2K +592 +21%
FAIM
486
Financial Advocates Investment Management
Washington
$408K -$682K -5,598 -63%
SVWAG
487
Sound View Wealth Advisors Group
Georgia
$407K
WIM
488
WealthPlan Investment Management
Nebraska
$402K +$1.1K +9 +0.3%
SAS
489
Sage Advisory Services
Texas
$402K
MCM
490
MontVue Capital Management
Virginia
$400K
TF
491
Trek Financial
Arizona
$399K -$6.22K -51 -2%
SYBT
492
Stock Yards Bank & Trust
Kentucky
$399K
CI
493
CX Institutional
Indiana
$398K +$398K +3,262 New
DWM
494
Destination Wealth Management
California
$397K +$5.36K +44 +1%
T
495
Tableaux
Massachusetts
$396K -$56.3K -462 -12%
MA
496
MONECO Advisors
Connecticut
$395K +$4.51K +37 +1%
OPWM
497
Oxinas Partners Wealth Management
Indiana
$392K +$488 +4 +0.1%
BWA
498
BCU Wealth Advisors
Illinois
$391K +$1.22K +10 +0.3%
AFG
499
ABLE Financial Group
Arizona
$390K
LGWM
500
Litman Gregory Wealth Management
California
$389K +$11.6K +95 +3%