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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 %
SPP
526
Single Point Partners
Massachusetts
$363K +$11K +81 +3%
CA
527
Clearstead Advisors
Ohio
$362K +$1.08K +8 +0.3%
TW
528
TritonPoint Wealth
Maryland
$362K
SVWAG
529
Sound View Wealth Advisors Group
Georgia
$361K -$90.7K -670 -20%
GLLW
530
Graves Light Lenhart Wealth
Virginia
$359K -$49.4K -365 -12%
VCM
531
Vivaldi Capital Management
Illinois
$358K
HKIMG
532
Hutchens & Kramer Investment Management Group
Indiana
$358K -$945 -7 -0.3%
CFS
533
CGC Financial Services
Oregon
$358K -$46.4K -343 -11%
SB
534
Semitam Bonam
New York
$355K +$355K +2,625 New
WPW
535
Waldron Private Wealth
Pennsylvania
$355K +$5.14K +38 +1%
MIA
536
Milestone Investment Advisors
Wisconsin
$353K -$36.8K -272 -9%
EFS
537
Essex Financial Services
Connecticut
$353K +$135 +1 +0%
CAAS
538
Capital Asset Advisory Services
Michigan
$346K +$90.7K +672 +36%
SIS
539
Sound Income Strategies
Florida
$345K +$49.7K +367 +17%
LFG
540
Leverty Financial Group
Wisconsin
$345K
SPIO
541
Seven Post Investment Office
California
$343K
FIM
542
Freedom Investment Management
Connecticut
$342K +$3.25K +24 +1%
APP
543
Avantax Planning Partners
Iowa
$338K
FSA
544
Financial Services Advisory
Maryland
$337K +$337K +2,492 New
TF
545
Trek Financial
Arizona
$336K -$106K -783 -24%
QCM
546
QRG Capital Management
Illinois
$336K -$812 -6 -0.2%
PCS
547
Private Client Services
Kentucky
$330K +$1.08K +8 +0.3%
MA
548
MONECO Advisors
Connecticut
$325K -$113K -836 -26%
AWS
549
Aspen Wealth Strategies
Colorado
$324K
PFA
550
Pettinga Financial Advisors
Indiana
$323K -$82.3K -608 -20%