ESGU icon

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
BWM
601
BKM Wealth Management
Wisconsin
$257K
BDF
602
Black Diamond Financial
Maryland
$256K
DW30
603
Drucker Wealth 3.0
New Jersey
$253K
GCM
604
Gallacher Capital Management
Colorado
$252K
AA
605
ArborFi Advisors
Michigan
$252K
TIM
606
Tortoise Investment Management
New York
$252K
HTC
607
Haverford Trust Company
Pennsylvania
$251K
LWM
608
Liberty Wealth Management
California
$250K
KA
609
Klingman & Associates
New York
$247K
CF
610
Centaurus Financial
California
$246K
MWG
611
Martin Worley Group
Utah
$246K
CFO
612
Callan Family Office
Pennsylvania
$245K
CFG
613
Cooper Financial Group
California
$245K
ECA
614
Elevation Capital Advisory
Oregon
$244K
DOA
615
D'Orazio & Associates
Virginia
$243K
AFW
616
Avantra Family Wealth
Pennsylvania
$241K
SFS
617
Security Financial Services
Indiana
$238K
FCA
618
Fortis Capital Advisors
Kansas
$236K
FDCP
619
Foster Dykema Cabot & Partners
Massachusetts
$235K
WI
620
WrapManager Inc
California
$235K
SC
621
Stephens Consulting
Michigan
$234K
ONB
622
Old National Bancorp
Indiana
$234K
NWM
623
Northwest Wealth Management
Iowa
$232K
SWM
624
Schwallier Wealth Management
Michigan
$232K
WF
625
Welch & Forbes
Massachusetts
$231K