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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 %
EL
526
EQ LLC
Washington
$357K +$57.4K +471 +19%
MIA
527
Milestone Investment Advisors
Wisconsin
$351K +$244 +2 +0.1%
BWMG
528
Barnes Wealth Management Group
California
$351K
ATC
529
Argent Trust Co
Tennessee
$350K
PFS
530
Prospera Financial Services
Texas
$349K -$41.2K -338 -11%
FF
531
Finley Financial
Nevada
$346K
GWP
532
Gen-Wealth Partners
Michigan
$343K -$1.01M -8,287 -75%
CWM
533
Cornerstone Wealth Management
Missouri
$339K -$92.1K -755 -21%
CIBC Private Wealth Group
534
CIBC Private Wealth Group
Georgia
$334K -$21.1K -195 -6%
FPCP
535
Fort Point Capital Partners
California
$333K
VWM
536
Venturi Wealth Management
Texas
$331K +$56.1K +460 +20%
TW
537
TritonPoint Wealth
Maryland
$326K
FFA
538
Founders Financial Alliance
North Carolina
$326K -$63.4K -520 -16%
CA
539
Clearstead Advisors
Ohio
$326K
VWWMG
540
Vermillion & White Wealth Management Group
Pennsylvania
$324K
HKIMG
541
Hutchens & Kramer Investment Management Group
Indiana
$324K +$6.22K +51 +2%
VCM
542
Vivaldi Capital Management
Illinois
$323K
EFS
543
Essex Financial Services
Connecticut
$318K +$122 +1 +0%
SPP
544
Single Point Partners
Massachusetts
$317K +$9.38K +77 +3%
WPW
545
Waldron Private Wealth
Pennsylvania
$315K +$14.9K +122 +5%
AWM
546
Alterna Wealth Management
Texas
$314K
LFG
547
Leverty Financial Group
Wisconsin
$311K
SPIO
548
Seven Post Investment Office
California
$309K
FIM
549
Freedom Investment Management
Connecticut
$305K +$56.4K +463 +23%
APP
550
Avantax Planning Partners
Iowa
$305K