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