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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 %
FP
651
Financial Perspectives
Minnesota
$116K
HNB
652
Huntington National Bank
Ohio
$114K -$120K
AWM
653
Abound Wealth Management
Tennessee
$110K -$610 -5 -0.6%
FMII
654
Farmers & Merchants Investments Inc
Nebraska
$108K -$4.15K -34 -4%
BL
655
Balentine LLC
Georgia
$106K
BFPW
656
BOK Financial Private Wealth
Colorado
$104K
NC
657
NewSquare Capital
Pennsylvania
$100K +$11.6K +95 +13%
LWCFA
658
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$97.6K -$21K -180 -18%
MPWT
659
MassMutual Private Wealth & Trust
Connecticut
$95.1K -$18.8K -154 -16%
ADL
660
Asset Dedication LLC
California
$93.4K -$28K -230 -23%
HT
661
Headlands Technologies
Illinois
$91.3K +$91.3K +749 New
WCM
662
Winthrop Capital Management
Indiana
$88K
NRC
663
New Republic Capital
North Carolina
$87.7K
FWA
664
FSC Wealth Advisors
New York
$82.5K +$82.5K +677 New
GEA
665
Glen Eagle Advisors
New Jersey
$78.9K -$3.78K -31 -5%
SFG
666
Stonebridge Financial Group
Pennsylvania
$76.2K
FWA
667
Flagship Wealth Advisors
Massachusetts
$74.2K -$853 -7 -1%
GI
668
GAMMA Investing
California
$73.6K +$16.3K +134 +29%
CFFP
669
Center for Financial Planning
Michigan
$71.7K
CA
670
Continuum Advisory
Idaho
$70.5K +$18K +148 +34%
CPG
671
Cornerstone Planning Group
New Jersey
$69.5K +$21.8K +187 +46%
PFBT
672
Parkside Financial Bank & Trust
Missouri
$69.2K +$37.7K +309 +119%
RA
673
Rise Advisors
New York
$67.9K +$244 +2 +0.4%
HIA
674
Harbor Investment Advisory
Maryland
$64.2K
BBHC
675
Brown Brothers Harriman & Co
New York
$62.2K