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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
MA
551
MONECO Advisors
Connecticut
$325K
AWS
552
Aspen Wealth Strategies
Colorado
$324K
PFA
553
Pettinga Financial Advisors
Indiana
$323K
CAG
554
Csenge Advisory Group
Florida
$323K
LPAM
555
Lodestar Private Asset Management
California
$322K
SAG
556
SageView Advisory Group
California
$321K
SPAS
557
Spectrum Planning & Advisory Services
California
$321K
BTWM
558
Baker Tilly Wealth Management
Wisconsin
$319K
AWM
559
Atticus Wealth Management
Florida
$318K
AAP
560
Arax Advisory Partners
Colorado
$318K
MWA
561
Merkkuri Wealth Advisors
New York
$318K
TL
562
Tradewinds LLC
North Carolina
$318K
SEIA
563
Signature Estate & Investment Advisors
California
$313K
QCM
564
Quantinno Capital Management
New York
$312K
WPP
565
Whalerock Point Partners
Rhode Island
$312K
TFM
566
Trademark Financial Management
Minnesota
$310K
NFC
567
Northstar Financial Companies
Pennsylvania
$308K
CAL
568
Capital Analysts LLC
Pennsylvania
$308K
FAIM
569
Financial Advocates Investment Management
Washington
$307K
WT
570
Whittier Trust
California
$306K
RW
571
Rede Wealth
Virginia
$306K
SFG
572
Sage Financial Group
Pennsylvania
$301K
RIM
573
Redwood Investment Management
Arizona
$301K
BA
574
Bellwether Advisors
Nebraska
$301K
GWM
575
Geneos Wealth Management
Colorado
$300K