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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 %
QCM
551
QRG Capital Management
Illinois
$303K -$70.2K -576 -19%
WI
552
WrapManager Inc
California
$299K +$299K +2,449 New
CCIA
553
Cherry Creek Investment Advisors
Colorado
$297K +$297K +2,438 New
PCS
554
Private Client Services
Kentucky
$297K -$2.32K -19 -0.8%
FMN
555
Financial Management Network
California
$294K +$17.8K +162 +6%
AWS
556
Aspen Wealth Strategies
Colorado
$292K +$6.1K +50 +2%
LPAM
557
Lodestar Private Asset Management
California
$292K +$46K +377 +19%
JFG
558
Jefferies Financial Group
New York
$291K -$132K -1,080 -31%
WFAG
559
Worth Financial Advisory Group
North Carolina
$291K -$26.2K -215 -8%
BTWM
560
Baker Tilly Wealth Management
Wisconsin
$291K -$8.41K -69 -3%
CAG
561
Csenge Advisory Group
Florida
$290K +$22.7K +198 +8%
LFA
562
Legacy Financial Advisors
Kentucky
$288K -$4.63K -38 -2%
SFC
563
Strategic Financial Concepts
Texas
$286K +$366 +3 +0.1%
Tudor Investment Corp
564
Tudor Investment Corp
Connecticut
$283K +$283K +2,322 New
SEIA
565
Signature Estate & Investment Advisors
California
$282K +$732 +6 +0.3%
WPP
566
Whalerock Point Partners
Rhode Island
$281K
MWM
567
Maripau Wealth Management
Indiana
$279K -$170K -1,391 -38%
SW
568
Simplicity Wealth
New Jersey
$278K +$278K +2,283 New
NFC
569
Northstar Financial Companies
Pennsylvania
$278K
WT
570
Whittier Trust
California
$276K
RW
571
Rede Wealth
Virginia
$276K
TFM
572
Trademark Financial Management
Minnesota
$274K
PNC Financial Services Group
573
PNC Financial Services Group
Pennsylvania
$274K -$25.7K -211 -9%
SFG
574
Sage Financial Group
Pennsylvania
$271K
BA
575
Bellwether Advisors
Nebraska
$271K