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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
FFC
651
Frederick Financial Consultants
Maryland
$206K
AT
652
Arlington Trust
Alabama
$206K
WGC
653
Watts Gwilliam & Co
Arizona
$204K
GWP
654
Gateway Wealth Partners
Wisconsin
$203K
BFA
655
Bragg Financial Advisors
North Carolina
$201K
GWANC
656
Guardian Wealth Advisors (North Carolina)
North Carolina
$195K
M
657
MOTCO
Texas
$193K
AAS
658
Ameritas Advisory Services
Nebraska
$191K
NS
659
NBC Securities
Alabama
$190K
BONH
660
Bank of New Hampshire
New Hampshire
$179K
BCWM
661
Bartlett & Co Wealth Management
Ohio
$175K
IRC
662
Investors Research Corp
Georgia
$173K
SWP
663
Strategic Wealth Partners
Ohio
$172K
LFG
664
Larson Financial Group
Missouri
$172K
Russell Investments Group
665
Russell Investments Group
United Kingdom
$166K
CFD
666
Creative Financial Designs
Indiana
$161K
Qube Research & Technologies (QRT)
667
Qube Research & Technologies (QRT)
United Kingdom
$161K
TPWA
668
Twin Peaks Wealth Advisors
California
$158K
GWSG
669
GPS Wealth Strategies Group
Colorado
$153K
JWA
670
JFS Wealth Advisors
Pennsylvania
$148K
LWA
671
Lowe Wealth Advisors
Maryland
$145K
IRAG
672
Investment Research & Advisory Group
Georgia
$137K
TLA
673
Tanglewood Legacy Advisors
Texas
$135K
FP
674
Financial Perspectives
Minnesota
$129K
HNB
675
Huntington National Bank
Ohio
$126K