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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 %
MAG
626
M3 Advisory Group
Massachusetts
$207K
PIMG
627
Patriot Investment Management Group
Tennessee
$207K -$104K -855 -34%
PAWA
628
Palo Alto Wealth Advisors
California
$206K +$514 +4 +0.2%
NL
629
NWAM LLC
Washington
$206K -$121K -996 -37%
CA
630
Claro Advisors
Massachusetts
$206K +$206K +1,692 New
CW
631
Channel Wealth
California
$205K +$205K +1,684 New
Financial Engines Advisors
632
Financial Engines Advisors
California
$205K -$178K -1,461 -46%
CFD
633
Creative Financial Designs
Indiana
$196K -$13.7K -112 -7%
TCM
634
TD Capital Management
Tennessee
$195K +$488 +4 +0.3%
BONH
635
Bank of New Hampshire
New Hampshire
$185K -$8.53K -70 -4%
AT
636
Arlington Trust
Alabama
$185K +$85.3K +700 +85%
Russell Investments Group
637
Russell Investments Group
United Kingdom
$184K -$14.4K -118 -7%
GWANC
638
Guardian Wealth Advisors (North Carolina)
North Carolina
$176K -$149K -1,223 -46%
EI
639
eCIO Inc
Wisconsin
$167K +$167K +1,367 New
BCWM
640
Bartlett & Co Wealth Management
Ohio
$165K +$31.2K +256 +23%
NS
641
NBC Securities
Alabama
$158K +$158K +1,296 +129,600%
IRC
642
Investors Research Corp
Georgia
$139K +$18.3K +150 +15%
GWSG
643
GPS Wealth Strategies Group
Colorado
$138K
JWA
644
JFS Wealth Advisors
Pennsylvania
$136K +$41.3K +339 +44%
LFG
645
Larson Financial Group
Missouri
$133K -$24.4K -200 -15%
AWM
646
Accredited Wealth Management
Kentucky
$133K
LWA
647
Lowe Wealth Advisors
Maryland
$131K
IRAG
648
Investment Research & Advisory Group
Georgia
$123K +$366 +3 +0.3%
TLA
649
Tanglewood Legacy Advisors
Texas
$122K
M
650
MOTCO
Texas
$118K +$71.2K +584 +151%