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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
IAA
526
Independent Advisor Alliance
North Carolina
$366K
Financial Engines Advisors
527
Financial Engines Advisors
California
$366K
FPCP
528
Fort Point Capital Partners
California
$366K
SPP
529
Single Point Partners
Massachusetts
$363K
CA
530
Clearstead Advisors
Ohio
$362K
TW
531
TritonPoint Wealth
Maryland
$362K
SVWAG
532
Sound View Wealth Advisors Group
Georgia
$361K
GLLW
533
Graves Light Lenhart Wealth
Virginia
$359K
VCM
534
Vivaldi Capital Management
Illinois
$358K
HKIMG
535
Hutchens & Kramer Investment Management Group
Indiana
$358K
CFS
536
CGC Financial Services
Oregon
$358K
SB
537
Semitam Bonam
New York
$355K
WPW
538
Waldron Private Wealth
Pennsylvania
$355K
MIA
539
Milestone Investment Advisors
Wisconsin
$353K
EFS
540
Essex Financial Services
Connecticut
$353K
CAAS
541
Capital Asset Advisory Services
Michigan
$346K
SIS
542
Sound Income Strategies
Florida
$345K
LFG
543
Leverty Financial Group
Wisconsin
$345K
SPIO
544
Seven Post Investment Office
California
$343K
FIM
545
Freedom Investment Management
Connecticut
$342K
APP
546
Avantax Planning Partners
Iowa
$338K
FSA
547
Financial Services Advisory
Maryland
$337K
TF
548
Trek Financial
Arizona
$336K
QCM
549
QRG Capital Management
Illinois
$336K
PCS
550
Private Client Services
Kentucky
$330K