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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
FCH
501
Freestone Capital Holdings
Washington
$410K
DSN
502
D. Scott Neal
Kentucky
$408K
FMN
503
Financial Management Network
California
$406K
SDJVC
504
St. Denis J. Villere & Co
Louisiana
$406K
PCH
505
PGIM Custom Harvest
New Jersey
$405K
CFG
506
Citizens Financial Group
Rhode Island
$401K
XF
507
XML Financial
Maryland
$400K
PWS
508
Precision Wealth Strategies
Missouri
$399K
MG
509
Mather Group
Illinois
$398K
WA
510
Wealthstream Advisors
New York
$398K
SF
511
Synovus Financial
Georgia
$398K
PS
512
Principal Securities
Iowa
$396K
PP
513
PDS Planning
Ohio
$396K
BWMG
514
Barnes Wealth Management Group
California
$389K
ATC
515
Argent Trust Co
Tennessee
$388K
MMHP
516
Murphy Middleton Hinkle & Parker
Georgia
$388K
FF
517
Finley Financial
Nevada
$387K
GWP
518
Gen-Wealth Partners
Michigan
$384K
AFG
519
ABLE Financial Group
Arizona
$384K
WHCI
520
W.H. Cornerstone Investments
Massachusetts
$380K
OPWM
521
Oxinas Partners Wealth Management
Indiana
$380K
FYW
522
Future You Wealth
New York
$379K
CWM
523
Cornerstone Wealth Management
Missouri
$376K
VWM
524
Venturi Wealth Management
Texas
$375K
WB
525
WesBanco Bank
West Virginia
$370K