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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
GIM
701
Glenmede Investment Management
Pennsylvania
$57.1K
AIC
702
Archer Investment Corporation
Indiana
$55.9K
OLVIG
703
Oliver Lagore Vanvalin Investment Group
Michigan
$51.2K
Fifth Third Bancorp
704
Fifth Third Bancorp
Ohio
$50.3K
DFA
705
DHJJ Financial Advisors
Illinois
$49.4K
CA
706
Centerpoint Advisors
Massachusetts
$49K
NP
707
NorthRock Partners
Minnesota
$45.7K
AG
708
AmeriFlex Group
Nevada
$44.8K
JFGIW
709
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$41.9K
FFWM
710
Future Financial Wealth Management
Ohio
$40.7K
FFO
711
Fortitude Family Office
Arizona
$39.9K
IHWM
712
Iron Horse Wealth Management
Iowa
$37.5K
RIL
713
Rothschild Investment LLC
Illinois
$36.4K
CFO
714
CVA Family Office
Colorado
$34.8K
BF
715
BOK Financial
Oklahoma
$31K
CWP
716
Concord Wealth Partners
Virginia
$30K
CSPIA
717
Cary Street Partners Investment Advisory
Virginia
$29.8K
RP
718
Rice Partnership
Hawaii
$28.8K
BLC
719
Brown, Lisle/Cummings
Rhode Island
$28.3K
WCM
720
WealthTrak Capital Management
Virginia
$27.7K
TC
721
Trust Company
Kansas
$25.6K
T
722
Transce3nd
Texas
$25.4K
KFI
723
Key Financial Inc
Pennsylvania
$25.3K
DF
724
Dunhill Financial
United Kingdom
$25.1K
PG
725
Proffitt & Goodson
Tennessee
$24.8K