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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
AF
476
Advisornet Financial
Minnesota
$473K
FNB
477
Farmers National Bank
Kentucky
$465K
LGWM
478
Litman Gregory Wealth Management
California
$463K
BAAM
479
Baker Avenue Asset Management
California
$462K
NAS
480
NWF Advisory Services
California
$456K
US Bancorp
481
US Bancorp
Minnesota
$455K
EL
482
EQ LLC
Washington
$453K
AA
483
Armis Advisers
Georgia
$449K
DWM
484
Destination Wealth Management
California
$446K
MCM
485
MontVue Capital Management
Virginia
$443K
CI
486
CX Institutional
Indiana
$441K
LFA
487
Legacy Financial Advisors
Kentucky
$441K
T
488
Tableaux
Massachusetts
$438K
B
489
Bailard
California
$437K
BWA
490
BCU Wealth Advisors
Illinois
$435K
SYBT
491
Stock Yards Bank & Trust
Kentucky
$432K
LLWM
492
Life Line Wealth Management
California
$432K
ST
493
Smithfield Trust
Pennsylvania
$425K
BFG
494
Buttonwood Financial Group
Missouri
$425K
TF
495
Theory Financial
Colorado
$424K
CIBC Private Wealth Group
496
CIBC Private Wealth Group
Georgia
$418K
OC
497
Oppenheimer & Co
New York
$416K
ECM
498
Evergreen Capital Management
Washington
$414K
PFS
499
Prospera Financial Services
Texas
$414K
VBFP
500
Valtinson Bruner Financial Planning
Minnesota
$412K