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iShares ESG Aware MSCI USA ETF

760 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 62 funds opening new positions, 237 increasing their positions, 325 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
760
Holders Change
+15
Holders Change %
+2.01%
% of All Funds
10.19%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.24%
New
62
Increased
237
Reduced
325
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
76
Clarity Asset Management
Iowa
$11.4M -$983K -7,264 -8%
Truist Financial
77
Truist Financial
North Carolina
$11.1M -$670K -4,955 -6%
KAS
78
Kestra Advisory Services
Texas
$11M +$107K +788 +1%
RZH
79
Relyea Zuckerberg Hanson
Connecticut
$10.8M -$275K -2,034 -2%
PL
80
Plancorp LLC
Missouri
$10.7M -$75.1K -555 -0.7%
KWM
81
Keebeck Wealth Management
Illinois
$10.3M +$27.1K +200 +0.3%
LWP
82
Laurel Wealth Planning
Minnesota
$10.2M -$684K -5,058 -6%
FWI
83
Facet Wealth Inc
Maryland
$10.2M -$266K -1,921 -3%
OIA
84
OneDigital Investment Advisors
Kansas
$10M -$3.51M -25,967 -26%
Schroder Investment Management Group
85
Schroder Investment Management Group
United Kingdom
$10M -$4.19M -31,208 -29%
PMA
86
Prudent Man Advisors
Illinois
$9.81M +$171K +1,267 +2%
PA
87
Parkside Advisors
California
$9.59M +$197K +1,454 +2%
WANY
88
Wealthspire Advisors (New York)
New York
$9.46M -$1.08K -8 -0%
Fisher Asset Management
89
Fisher Asset Management
Washington
$9.21M -$1.34M -9,881 -13%
SB
90
Strategic Blueprint
Georgia
$9.11M -$231K -1,707 -2%
EWM
91
Empirical Wealth Management
Washington
$8.72M +$857K +6,332 +11%
TC
92
Trilogy Capital
California
$8.69M +$120K +889 +1%
KFAA
93
Klaas Financial Asset Advisors
Illinois
$8.69M +$749K +5,533 +9%
PA
94
Parallel Advisors
California
$8.05M +$273K +2,016 +4%
WA
95
Wealth Architects
California
$8.04M +$1.76M +12,988 +28%
CWS
96
Cypress Wealth Services
California
$7.86M -$280K -2,073 -3%
MWM
97
Modera Wealth Management
New Jersey
$7.68M +$283K +2,094 +4%
FA
98
Financial Advisors
Massachusetts
$7.59M -$521K -3,849 -6%
FWCM
99
Ferguson Wellman Capital Management
Oregon
$7.56M +$428K +3,165 +6%
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$7.4M -$89K -658 -1%