ESGU icon

iShares ESG Aware MSCI USA ETF

745 hedge funds and large institutions have $9.8B invested in iShares ESG Aware MSCI USA ETF in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 238 increasing their positions, 335 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
745
Holders Change
-36
Holders Change %
-4.61%
% of All Funds
10.12%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
46
Increased
238
Reduced
335
Closed
62
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JSW
51
Journey Strategic Wealth
New Jersey
$18.8M -$11.3M -92,296 -37%
CL
52
Choreo LLC
Illinois
$18.6M -$1.13M -9,256 -6%
ACA
53
Affinity Capital Advisors
California
$17.7M +$138K +1,192 +0.8%
EFG
54
Erickson Financial Group
Pennsylvania
$15.8M +$16K +131 +0.1%
Fidelity Investments
55
Fidelity Investments
Massachusetts
$15.7M +$7.14M +58,586 +84%
IWC
56
Integrated Wealth Concepts
Massachusetts
$15.6M -$494K -4,054 -3%
Corient Private Wealth
57
Corient Private Wealth
Florida
$15.4M +$207K +1,694 +1%
FLPIM
58
F.L. Putnam Investment Management
Massachusetts
$15.3M +$1.83M +15,014 +14%
SHJ
59
Sharkey, Howes & Javer
Colorado
$15.2M -$5.37M -44,009 -26%
AG
60
AlTi Global
New York
$14.9M +$140K +1,149 +0.9%
NA
61
NewEdge Advisors
Louisiana
$14.6M -$4.03M -33,046 -22%
National Bank of Canada
62
National Bank of Canada
Quebec, Canada
$13.9M +$4.34M +35,600 +46%
OWA
63
One Wealth Advisors
California
$13.2M -$1.04M -8,555 -7%
Schroder Investment Management Group
64
Schroder Investment Management Group
United Kingdom
$12.8M -$283K -2,338 -2%
OIA
65
OneDigital Investment Advisors
Kansas
$12.2M -$705K -5,782 -5%
MD
66
Money Design
Japan
$12M -$5.15M -42,234 -30%
AC
67
Apella Capital
Connecticut
$12M -$1.66M -14,000 -12%
BEC
68
Blue Edge Capital
Virginia
$11.9M -$207K -1,697 -2%
C1AG
69
Client 1st Advisory Group
Florida
$11.8M -$109K -896 -0.9%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$11.7M +$107K +880 +0.9%
SEI Investments
71
SEI Investments
Pennsylvania
$11.7M -$293K -2,401 -2%
CAM
72
Clarity Asset Management
Iowa
$11.2M +$1.32M +10,840 +13%
Mariner
73
Mariner
Kansas
$11.1M -$502K -4,121 -4%
SCA
74
STALEY CAPITAL ADVISERS
Pennsylvania
$11M -$1.24M -10,135 -10%
Truist Financial
75
Truist Financial
North Carolina
$10.6M -$144K -1,185 -1%