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
NRG
626
Nemes Rush Group
Michigan
$231K
MAG
627
M3 Advisory Group
Massachusetts
$229K
GAA
628
Global Assets Advisory
Florida
$228K
CW
629
Channel Wealth
California
$228K
HH
630
Hilltop Holdings
Texas
$227K
BSSFA
631
Baron Silver Stevens Financial Advisors
Florida
$226K
NW
632
NewEdge Wealth
Pennsylvania
$224K
CIC
633
Carnegie Investment Counsel
Ohio
$223K
SA
634
Scarborough Advisors
Maryland
$223K
PIMG
635
Patriot Investment Management Group
Tennessee
$222K
EW
636
Enzi Wealth
Texas
$219K
PAWA
637
Palo Alto Wealth Advisors
California
$218K
GWMR
638
GC Wealth Management RIA
Massachusetts
$218K
AWA
639
ARQ Wealth Advisors
Arizona
$217K
TCM
640
TD Capital Management
Tennessee
$216K
CCIA
641
Cherry Creek Investment Advisors
Colorado
$215K
MWM
642
Maripau Wealth Management
Indiana
$215K
SHFA
643
SC&H Financial Advisors
Maryland
$213K
BFS
644
BridgePort Financial Solutions
Iowa
$213K
PWMAG
645
Pinnacle Wealth Management Advisory Group
New Jersey
$212K
SIM
646
Stratos Investment Management
Ohio
$210K
NL
647
NWAM LLC
Washington
$209K
CFS
648
Commonwealth Financial Services
West Virginia
$208K
PC
649
Pecaut & Co
Iowa
$208K
OPPS
650
Obsidian Personal Planning Solutions
Maryland
$207K