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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
FMII
676
Farmers & Merchants Investments Inc
Nebraska
$120K
BL
677
Balentine LLC
Georgia
$118K
AWM
678
Accredited Wealth Management
Kentucky
$117K
BFPW
679
BOK Financial Private Wealth
Colorado
$115K
LWCFA
680
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$113K
NC
681
NewSquare Capital
Pennsylvania
$111K
ADL
682
Asset Dedication LLC
California
$108K
MPWT
683
MassMutual Private Wealth & Trust
Connecticut
$106K
MIA
684
MeadowBrook Investment Advisors
Michigan
$101K
ETC
685
Exchange Traded Concepts
Oklahoma
$100K
NRC
686
New Republic Capital
North Carolina
$97.3K
WCM
687
Winthrop Capital Management
Indiana
$97K
CT
688
Clearstead Trust
Maine
$89.2K
SS
689
Sunbelt Securities
Texas
$88.2K
GI
690
GAMMA Investing
California
$81.7K
CFFP
691
Center for Financial Planning
Michigan
$79.6K
PFBT
692
Parkside Financial Bank & Trust
Missouri
$76.9K
HT
693
Headlands Technologies
Illinois
$76K
RA
694
Rise Advisors
New York
$75.5K
GEA
695
Glen Eagle Advisors
New Jersey
$75.4K
PP
696
PrairieView Partners
Minnesota
$72K
FWA
697
Flagship Wealth Advisors
Massachusetts
$71.8K
HIA
698
Harbor Investment Advisory
Maryland
$71.3K
BBHC
699
Brown Brothers Harriman & Co
New York
$69K
CPG
700
Cornerstone Planning Group
New Jersey
$68.7K