ESGU icon

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
SIC
726
Salem Investment Counselors
North Carolina
$23.8K
EWA
727
Elevate Wealth Advisory
Georgia
$23.8K
EWM
728
Evolution Wealth Management
Florida
$23.1K
CIA
729
Cape Investment Advisory
Georgia
$22.7K
SL
730
Salomon & Ludwin
Virginia
$21.8K
CCMI
731
Creative Capital Management Investments
California
$20.8K
CBT
732
Crews Bank & Trust
Florida
$20.3K
KGP
733
Keystone Global Partners
Colorado
$20.2K
FCAS
734
First Command Advisory Services
Texas
$19.8K
ACA
735
Atlas Capital Advisors
Wyoming
$19.3K
BWM
736
Bernard Wealth Management
Michigan
$18.9K
CB
737
Community Bank
New York
$16.9K
SRCM
738
Signature Resources Capital Management
California
$16.6K
MAFA
739
MJT & Associates Financial Advisory
Minnesota
$16.4K
TCPW
740
Twin City Private Wealth
North Carolina
$15.8K
KG
741
Kilter Group
New York
$15.7K
IWP
742
IAG Wealth Partners
Wisconsin
$13.5K
GWM
743
Grand Wealth Management
Michigan
$13.4K
KSWA
744
Kathleen S. Wright Associates
Pennsylvania
$13.4K
MFC
745
Morris Financial Concepts
South Carolina
$13K
FWP
746
FAS Wealth Partners
Kansas
$8.39K
CSC
747
Caldwell Sutter Capital
California
$7.85K
CIA
748
Choate Investment Advisors
Massachusetts
$7.17K
HDIM
749
Hanson & Doremus Investment Management
Vermont
$7K
CFO
750
Capitol Family Office
Oregon
$5.68K