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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 %
CAG
551
Csenge Advisory Group
Florida
$323K -$3.74K -29 -1%
LPAM
552
Lodestar Private Asset Management
California
$322K -$1.35K -10 -0.4%
SAG
553
SageView Advisory Group
California
$321K -$936K -6,728 -74%
SPAS
554
Spectrum Planning & Advisory Services
California
$321K +$33.4K +247 +12%
BTWM
555
Baker Tilly Wealth Management
Wisconsin
$319K -$3.92K -29 -1%
AWM
556
Atticus Wealth Management
Florida
$318K +$21.9K +162 +7%
AAP
557
Arax Advisory Partners
Colorado
$318K -$184K -1,359 -37%
MWA
558
Merkkuri Wealth Advisors
New York
$318K -$410K -3,032 -56%
TL
559
Tradewinds LLC
North Carolina
$318K +$318K +2,347 New
SEIA
560
Signature Estate & Investment Advisors
California
$313K +$812 +6 +0.3%
QCM
561
Quantinno Capital Management
New York
$312K +$59.9K +443 +24%
WPP
562
Whalerock Point Partners
Rhode Island
$312K
TFM
563
Trademark Financial Management
Minnesota
$310K +$5.68K +42 +2%
NFC
564
Northstar Financial Companies
Pennsylvania
$308K
CAL
565
Capital Analysts LLC
Pennsylvania
$308K +$14.4K +107 +5%
FAIM
566
Financial Advocates Investment Management
Washington
$307K -$35.5K -347 -10%
WT
567
Whittier Trust
California
$306K
RW
568
Rede Wealth
Virginia
$306K
SFG
569
Sage Financial Group
Pennsylvania
$301K
RIM
570
Redwood Investment Management
Arizona
$301K +$67.4K +499 +29%
BA
571
Bellwether Advisors
Nebraska
$301K
GWM
572
Geneos Wealth Management
Colorado
$300K -$228K -1,686 -43%
VWWMG
573
Vermillion & White Wealth Management Group
Pennsylvania
$299K -$60.9K -450 -17%
PF
574
Prosperitas Financial
California
$297K +$28.4K +210 +11%
PNC Financial Services Group
575
PNC Financial Services Group
Pennsylvania
$290K -$13.5K -100 -4%