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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
AWM
676
Abound Wealth Management
Tennessee
$122K
FMII
677
Farmers & Merchants Investments Inc
Nebraska
$120K
BL
678
Balentine LLC
Georgia
$118K
AWM
679
Accredited Wealth Management
Kentucky
$117K
BFPW
680
BOK Financial Private Wealth
Colorado
$115K
LWCFA
681
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$113K
NC
682
NewSquare Capital
Pennsylvania
$111K
ADL
683
Asset Dedication LLC
California
$108K
MPWT
684
MassMutual Private Wealth & Trust
Connecticut
$106K
MIA
685
MeadowBrook Investment Advisors
Michigan
$101K
ETC
686
Exchange Traded Concepts
Oklahoma
$100K
NRC
687
New Republic Capital
North Carolina
$97.3K
WCM
688
Winthrop Capital Management
Indiana
$97K
CT
689
Clearstead Trust
Maine
$89.2K
SS
690
Sunbelt Securities
Texas
$88.2K
GI
691
GAMMA Investing
California
$81.7K
CFFP
692
Center for Financial Planning
Michigan
$79.6K
PFBT
693
Parkside Financial Bank & Trust
Missouri
$76.9K
HT
694
Headlands Technologies
Illinois
$76K
RA
695
Rise Advisors
New York
$75.5K
GEA
696
Glen Eagle Advisors
New Jersey
$75.4K
PP
697
PrairieView Partners
Minnesota
$72K
FWA
698
Flagship Wealth Advisors
Massachusetts
$71.8K
HIA
699
Harbor Investment Advisory
Maryland
$71.3K
BBHC
700
Brown Brothers Harriman & Co
New York
$69K