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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 %
AWM
576
Atticus Wealth Management
Florida
$267K +$7.92K +65 +3%
SIS
577
Sound Income Strategies
Florida
$266K +$1.59K +13 +0.6%
CAL
578
Capital Analysts LLC
Pennsylvania
$266K +$74.4K +609 +39%
DW30
579
Drucker Wealth 3.0
New Jersey
$264K -$8.9K -73 -3%
MWP
580
Moller Wealth Partners
$263K -$2.19K -18 -0.8%
SPAS
581
Spectrum Planning & Advisory Services
California
$259K -$36.6K -300 -12%
DWM
582
Diversify Wealth Management
Utah
$258K +$258K +2,135 New
SWM
583
SeaCrest Wealth Management
New York
$257K -$42.7K -350 -14%
NCM
584
Novare Capital Management
North Carolina
$255K
SWC
585
Spectrum Wealth Counsel
Indiana
$255K -$2.38M -19,505 -90%
NA
586
Novus Advisors
South Carolina
$251K -$9.27K -76 -4%
HWM
587
Horizons Wealth Management
North Carolina
$251K -$13.8K -113 -5%
QWM
588
Quadcap Wealth Management
Texas
$246K -$24.1K -198 -9%
NA
589
Note Advisors
New York
$244K
PA
590
Pinnacle Associates
New York
$242K
PF
591
Prosperitas Financial
California
$242K +$242K +1,985 New
NSAM
592
North Star Asset Management
Wisconsin
$240K -$3.66K -30 -2%
CWM
593
Centurion Wealth Management
Virginia
$238K
EI
594
Ethic Inc
New York
$236K
ODIJL
595
One Day In July LLC
Vermont
$235K -$8.29K -68 -3%
VPP
596
Vertex Planning Partners
Illinois
$233K -$21.6K -177 -8%
CAAS
597
Capital Asset Advisory Services
Michigan
$233K -$140K -1,138 -38%
PSCM
598
Per Stirling Capital Management
Texas
$232K
BWM
599
BKM Wealth Management
Wisconsin
$232K -$59.5K -488 -20%
AWA
600
Amplius Wealth Advisors
Pennsylvania
$231K