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iShares ESG Aware MSCI USA ETF

760 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 62 funds opening new positions, 237 increasing their positions, 325 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
760
Holders Change
+15
Holders Change %
+2.01%
% of All Funds
10.19%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.24%
New
62
Increased
237
Reduced
325
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BAAM
476
Baker Avenue Asset Management
California
$462K -$28.5K -211 -6%
NAS
477
NWF Advisory Services
California
$456K +$23.7K +175 +5%
US Bancorp
478
US Bancorp
Minnesota
$455K +$30.3K +224 +7%
EL
479
EQ LLC
Washington
$453K +$56.4K +417 +14%
AA
480
Armis Advisers
Georgia
$449K +$204K +1,506 +83%
DWM
481
Destination Wealth Management
California
$446K +$5.55K +41 +1%
MCM
482
MontVue Capital Management
Virginia
$443K -$406 -3 -0.1%
CI
483
CX Institutional
Indiana
$441K
LFA
484
Legacy Financial Advisors
Kentucky
$441K +$121K +893 +38%
B
485
Bailard
California
$437K -$103K -761 -19%
BWA
486
BCU Wealth Advisors
Illinois
$435K +$812 +6 +0.2%
T
487
Tableaux
Massachusetts
$432K +$313K +8,502 +262%
SYBT
488
Stock Yards Bank & Trust
Kentucky
$432K -$10.4K -77 -2%
LLWM
489
Life Line Wealth Management
California
$432K -$38.3K -283 -8%
ST
490
Smithfield Trust
Pennsylvania
$425K
BFG
491
Buttonwood Financial Group
Missouri
$425K -$2.44K -18 -0.6%
TF
492
Theory Financial
Colorado
$424K +$1.38K +10 +0.3%
CIBC Private Wealth Group
493
CIBC Private Wealth Group
Georgia
$418K
OC
494
Oppenheimer & Co
New York
$416K -$14.7K -109 -3%
ECM
495
Evergreen Capital Management
Washington
$414K -$10.1K -75 -2%
PFS
496
Prospera Financial Services
Texas
$414K +$26.4K +195 +7%
VBFP
497
Valtinson Bruner Financial Planning
Minnesota
$412K +$11.6K +86 +3%
FCH
498
Freestone Capital Holdings
Washington
$410K -$13.8K -102 -3%
DSN
499
D. Scott Neal
Kentucky
$408K
FMN
500
Financial Management Network
California
$406K +$41.2K +302 +11%