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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 %
TCWM
576
Total Clarity Wealth Management
Illinois
$289K +$289K +2,133 New
CAS
577
Coppell Advisory Solutions
Texas
$286K +$286K +2,133 New
DWM
578
Diversify Wealth Management
Utah
$286K -$14.3K -102 -5%
MWP
579
Moller Wealth Partners
$285K -$7.17K -53 -2%
NCM
580
Novare Capital Management
North Carolina
$283K
WFAG
581
Worth Financial Advisory Group
North Carolina
$281K -$41.3K -305 -13%
CAG
582
Curtis Advisory Group
California
$281K +$42.8K +316 +18%
FFA
583
Founders Financial Alliance
North Carolina
$280K -$81.9K -605 -23%
AWA
584
Amplius Wealth Advisors
Pennsylvania
$279K +$22.9K +169 +9%
HWM
585
Horizons Wealth Management
North Carolina
$279K
SWM
586
SeaCrest Wealth Management
New York
$279K -$6.77K -50 -2%
QWM
587
Quadcap Wealth Management
Texas
$272K -$812 -6 -0.3%
NA
588
Novus Advisors
South Carolina
$271K -$7.85K -58 -3%
PA
589
Pinnacle Associates
New York
$269K
NA
590
Note Advisors
New York
$267K -$3.38K -25 -1%
NSAM
591
North Star Asset Management
Wisconsin
$266K
SWA
592
Sax Wealth Advisors
New Jersey
$262K +$262K +1,933 New
JFG
593
Jefferies Financial Group
New York
$261K -$62.8K -464 -19%
ODIJL
594
One Day In July LLC
Vermont
$261K
VPP
595
Vertex Planning Partners
Illinois
$260K +$947 +7 +0.4%
CWM
596
Chesapeake Wealth Management
Virginia
$259K +$259K +1,915 New
EI
597
Ethic Inc
New York
$259K
BWM
598
BKM Wealth Management
Wisconsin
$257K
BDF
599
Black Diamond Financial
Maryland
$256K +$256K +1,893 New
DW30
600
Drucker Wealth 3.0
New Jersey
$253K -$41.7K -306 -14%