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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
AT
651
Arlington Trust
Alabama
$206K
WGC
652
Watts Gwilliam & Co
Arizona
$204K
GWP
653
Gateway Wealth Partners
Wisconsin
$203K
BFA
654
Bragg Financial Advisors
North Carolina
$201K
GWANC
655
Guardian Wealth Advisors (North Carolina)
North Carolina
$195K
M
656
MOTCO
Texas
$193K
AAS
657
Ameritas Advisory Services
Nebraska
$191K
NS
658
NBC Securities
Alabama
$190K
BONH
659
Bank of New Hampshire
New Hampshire
$179K
BCWM
660
Bartlett & Co Wealth Management
Ohio
$175K
IRC
661
Investors Research Corp
Georgia
$173K
SWP
662
Strategic Wealth Partners
Ohio
$172K
LFG
663
Larson Financial Group
Missouri
$172K
Russell Investments Group
664
Russell Investments Group
United Kingdom
$166K
CFD
665
Creative Financial Designs
Indiana
$161K
Qube Research & Technologies (QRT)
666
Qube Research & Technologies (QRT)
United Kingdom
$161K
TPWA
667
Twin Peaks Wealth Advisors
California
$158K
GWSG
668
GPS Wealth Strategies Group
Colorado
$153K
JWA
669
JFS Wealth Advisors
Pennsylvania
$148K
LWA
670
Lowe Wealth Advisors
Maryland
$145K
IRAG
671
Investment Research & Advisory Group
Georgia
$137K
TLA
672
Tanglewood Legacy Advisors
Texas
$135K
FP
673
Financial Perspectives
Minnesota
$129K
HNB
674
Huntington National Bank
Ohio
$126K
AWM
675
Abound Wealth Management
Tennessee
$122K