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iShares ESG Aware MSCI USA ETF

760 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 62 funds opening new positions, 237 increasing their positions, 325 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
760
Holders Change
+15
Holders Change %
+2.01%
% of All Funds
10.19%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.24%
New
62
Increased
237
Reduced
325
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFA
651
Bragg Financial Advisors
North Carolina
$201K -$31.8K -235 -14%
GWANC
652
Guardian Wealth Advisors (North Carolina)
North Carolina
$195K +$271 +2 +0.1%
M
653
MOTCO
Texas
$193K +$58.3K +422 +43%
AAS
654
Ameritas Advisory Services
Nebraska
$191K -$290K -2,145 -60%
NS
655
NBC Securities
Alabama
$190K +$14.9K +110 +8%
BONH
656
Bank of New Hampshire
New Hampshire
$179K -$27.1K -200 -13%
BCWM
657
Bartlett & Co Wealth Management
Ohio
$175K -$8.25K -61 -5%
IRC
658
Investors Research Corp
Georgia
$173K +$19.5K +144 +13%
SWP
659
Strategic Wealth Partners
Ohio
$172K +$172K +1,274 New
LFG
660
Larson Financial Group
Missouri
$172K +$24.4K +180 +16%
Russell Investments Group
661
Russell Investments Group
United Kingdom
$166K -$38.3K -283 -19%
CFD
662
Creative Financial Designs
Indiana
$161K -$56.2K -415 -26%
Qube Research & Technologies (QRT)
663
Qube Research & Technologies (QRT)
United Kingdom
$161K -$503K -3,715 -76%
TPWA
664
Twin Peaks Wealth Advisors
California
$158K +$158K +1,122 New
GWSG
665
GPS Wealth Strategies Group
Colorado
$153K
JWA
666
JFS Wealth Advisors
Pennsylvania
$148K -$2.84K -21 -2%
LWA
667
Lowe Wealth Advisors
Maryland
$145K
IRAG
668
Investment Research & Advisory Group
Georgia
$137K +$271 +2 +0.2%
TLA
669
Tanglewood Legacy Advisors
Texas
$135K
FP
670
Financial Perspectives
Minnesota
$129K
HNB
671
Huntington National Bank
Ohio
$126K -$114K
AWM
672
Abound Wealth Management
Tennessee
$122K
FMII
673
Farmers & Merchants Investments Inc
Nebraska
$120K
BL
674
Balentine LLC
Georgia
$118K
AWM
675
Accredited Wealth Management
Kentucky
$117K -$30.4K -225 -21%