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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
MAG
626
M3 Advisory Group
Massachusetts
$229K
GAA
627
Global Assets Advisory
Florida
$228K
CW
628
Channel Wealth
California
$228K
HH
629
Hilltop Holdings
Texas
$227K
BSSFA
630
Baron Silver Stevens Financial Advisors
Florida
$226K
NW
631
NewEdge Wealth
Pennsylvania
$224K
CIC
632
Carnegie Investment Counsel
Ohio
$223K
SA
633
Scarborough Advisors
Maryland
$223K
PIMG
634
Patriot Investment Management Group
Tennessee
$222K
EW
635
Enzi Wealth
Texas
$219K
PAWA
636
Palo Alto Wealth Advisors
California
$218K
GWMR
637
GC Wealth Management RIA
Massachusetts
$218K
AWA
638
ARQ Wealth Advisors
Arizona
$217K
TCM
639
TD Capital Management
Tennessee
$216K
CCIA
640
Cherry Creek Investment Advisors
Colorado
$215K
MWM
641
Maripau Wealth Management
Indiana
$215K
SHFA
642
SC&H Financial Advisors
Maryland
$213K
BFS
643
BridgePort Financial Solutions
Iowa
$213K
PWMAG
644
Pinnacle Wealth Management Advisory Group
New Jersey
$212K
SIM
645
Stratos Investment Management
Ohio
$210K
NL
646
NWAM LLC
Washington
$209K
CFS
647
Commonwealth Financial Services
West Virginia
$208K
PC
648
Pecaut & Co
Iowa
$208K
OPPS
649
Obsidian Personal Planning Solutions
Maryland
$207K
FFC
650
Frederick Financial Consultants
Maryland
$206K