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iShares ESG Aware MSCI USA ETF

764 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, 238 increasing their positions, 325 reducing their positions, and 32 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: 238 | Existing positions reduced: 325

Holders
764
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
PF
576
Prosperitas Financial
California
$297K
PNC Financial Services Group
577
PNC Financial Services Group
Pennsylvania
$290K
TCWM
578
Total Clarity Wealth Management
Illinois
$289K
CAS
579
Coppell Advisory Solutions
Texas
$286K
DWM
580
Diversify Wealth Management
Utah
$286K
MWP
581
Moller Wealth Partners
$285K
NCM
582
Novare Capital Management
North Carolina
$283K
WFAG
583
Worth Financial Advisory Group
North Carolina
$281K
CAG
584
Curtis Advisory Group
California
$281K
FFA
585
Founders Financial Alliance
North Carolina
$280K
AWA
586
Amplius Wealth Advisors
Pennsylvania
$279K
HWM
587
Horizons Wealth Management
North Carolina
$279K
SWM
588
SeaCrest Wealth Management
New York
$279K
QWM
589
Quadcap Wealth Management
Texas
$272K
NA
590
Novus Advisors
South Carolina
$271K
PA
591
Pinnacle Associates
New York
$269K
NA
592
Note Advisors
New York
$267K
NSAM
593
North Star Asset Management
Wisconsin
$266K
SWA
594
Sax Wealth Advisors
New Jersey
$262K
JFG
595
Jefferies Financial Group
New York
$261K
ODIJL
596
One Day In July LLC
Vermont
$261K
VPP
597
Vertex Planning Partners
Illinois
$260K
CWM
598
Chesapeake Wealth Management
Virginia
$259K
EI
599
Ethic Inc
New York
$259K
BWM
600
BKM Wealth Management
Wisconsin
$257K