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iShares ESG Aware MSCI USA ETF

766 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, 327 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)

28% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 327

Holders
766
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
FA
776
Fiduciary Alliance
South Carolina
FCI
777
Financial Counselors Inc
Kansas
M
778
MATAURO
New York
QC
779
Quadrature Capital
United Kingdom
SW
780
SVB Wealth
Massachusetts
SAS
781
Sage Advisory Services
Texas
AWM
782
Alterna Wealth Management
Texas
SFC
783
Strategic Financial Concepts
Texas
Tudor Investment Corp
784
Tudor Investment Corp
Connecticut
SW
785
Simplicity Wealth
New Jersey
PSCM
786
Per Stirling Capital Management
Texas
CWM
787
Centurion Wealth Management
Virginia
CFS
788
CRA Financial Services
New Jersey
CA
789
Claro Advisors
Massachusetts
EI
790
eCIO Inc
Wisconsin
FWA
791
FSC Wealth Advisors
New York
SFG
792
Stonebridge Financial Group
Pennsylvania
CA
793
Continuum Advisory
Idaho
CAWM
794
Capital A Wealth Management
Pennsylvania
CWC
795
Carolinas Wealth Consulting
North Carolina
RMP
796
Richards, Merrill & Peterson
Washington
CRFG
797
Columbia River Financial Group
Washington
NP
798
NorthRock Partners
Minnesota
RWM
799
Ruedi Wealth Management
Illinois
GFPC
800
Global Financial Private Client
Florida