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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 %
NAS
501
NWF Advisory Services
California
$389K
OC
502
Oppenheimer & Co
New York
$389K +$86.4K +709 +29%
MMHP
503
Murphy Middleton Hinkle & Parker
Georgia
$388K
ST
504
Smithfield Trust
Pennsylvania
$385K
PCH
505
PGIM Custom Harvest
New Jersey
$384K -$25.8K -212 -6%
US Bancorp
506
US Bancorp
Minnesota
$383K -$218K -1,792 -36%
ECM
507
Evergreen Capital Management
Washington
$382K -$1.83K -15 -0.5%
FCH
508
Freestone Capital Holdings
Washington
$382K +$382K +3,134 New
BJL
509
Brighton Jones LLC
Washington
$381K -$16K -131 -4%
FYW
510
Future You Wealth
New York
$379K +$161K +1,320 +74%
TW
511
Traveka Wealth
California
$377K -$77.7K -637 -17%
TF
512
Theory Financial
Colorado
$373K -$243K -1,992 -39%
GLLW
513
Graves Light Lenhart Wealth
Virginia
$368K -$57.8K -474 -14%
DSN
514
D. Scott Neal
Kentucky
$368K -$8.53K -70 -2%
CIA
515
Capital Investment Advisors
Georgia
$367K +$367K +3,011 New
WB
516
WesBanco Bank
West Virginia
$366K +$14.9K +122 +4%
SDJVC
517
St. Denis J. Villere & Co
Louisiana
$366K -$165K -1,352 -31%
PFA
518
Pettinga Financial Advisors
Indiana
$365K -$32.3K -265 -8%
CFS
519
CGC Financial Services
Oregon
$364K
PP
520
PDS Planning
Ohio
$363K +$975 +8 +0.3%
CFG
521
Citizens Financial Group
Rhode Island
$361K -$64.9K -532 -15%
XF
522
XML Financial
Maryland
$361K -$248K -2,031 -41%
VBFP
523
Valtinson Bruner Financial Planning
Minnesota
$361K +$39K +320 +12%
BFG
524
Buttonwood Financial Group
Missouri
$360K +$81.5K +714 +29%
WA
525
Wealthstream Advisors
New York
$359K +$975 +8 +0.3%