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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 %
GCM
601
Gallacher Capital Management
Colorado
$252K
AA
602
ArborFi Advisors
Michigan
$252K +$2.98K +22 +1%
TIM
603
Tortoise Investment Management
New York
$252K +$21.2K +157 +9%
HTC
604
Haverford Trust Company
Pennsylvania
$251K
LWM
605
Liberty Wealth Management
California
$250K +$250K +1,845 New
KA
606
Klingman & Associates
New York
$247K
CF
607
Centaurus Financial
California
$246K -$2.3K -17 -0.9%
MWG
608
Martin Worley Group
Utah
$246K +$246K +1,815 New
CFO
609
Callan Family Office
Pennsylvania
$245K
CFG
610
Cooper Financial Group
California
$245K -$508K -3,758 -67%
ECA
611
Elevation Capital Advisory
Oregon
$244K +$244K +1,802 New
DOA
612
D'Orazio & Associates
Virginia
$243K
AFW
613
Avantra Family Wealth
Pennsylvania
$241K -$5.14K -38 -2%
SFS
614
Security Financial Services
Indiana
$238K -$13K -96 -5%
FCA
615
Fortis Capital Advisors
Kansas
$236K -$542 -4 -0.2%
FDCP
616
Foster Dykema Cabot & Partners
Massachusetts
$235K
WI
617
WrapManager Inc
California
$235K -$96.1K -710 -29%
SC
618
Stephens Consulting
Michigan
$234K
ONB
619
Old National Bancorp
Indiana
$234K
NWM
620
Northwest Wealth Management
Iowa
$232K
SWM
621
Schwallier Wealth Management
Michigan
$232K +$232K +1,711 New
WF
622
Welch & Forbes
Massachusetts
$231K
NRG
623
Nemes Rush Group
Michigan
$231K -$812 -6 -0.4%
MAG
624
M3 Advisory Group
Massachusetts
$229K
GAA
625
Global Assets Advisory
Florida
$228K +$228K +1,900 New