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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
CAM
76
Clarity Asset Management
Iowa
$11.4M
Truist Financial
77
Truist Financial
North Carolina
$11.1M
KAS
78
Kestra Advisory Services
Texas
$11M
RZH
79
Relyea Zuckerberg Hanson
Connecticut
$10.8M
PL
80
Plancorp LLC
Missouri
$10.7M
KWM
81
Keebeck Wealth Management
Illinois
$10.3M
LWP
82
Laurel Wealth Planning
Minnesota
$10.2M
FWI
83
Facet Wealth Inc
Maryland
$10.2M
OIA
84
OneDigital Investment Advisors
Kansas
$10M
Schroder Investment Management Group
85
Schroder Investment Management Group
United Kingdom
$10M
PMA
86
Prudent Man Advisors
Illinois
$9.81M
PA
87
Parkside Advisors
California
$9.59M
WANY
88
Wealthspire Advisors (New York)
New York
$9.46M
Fisher Asset Management
89
Fisher Asset Management
Washington
$9.21M
SB
90
Strategic Blueprint
Georgia
$9.11M
EWM
91
Empirical Wealth Management
Washington
$8.72M
TC
92
Trilogy Capital
California
$8.69M
KFAA
93
Klaas Financial Asset Advisors
Illinois
$8.69M
PA
94
Parallel Advisors
California
$8.05M
WA
95
Wealth Architects
California
$8.04M
CWS
96
Cypress Wealth Services
California
$7.86M
MWM
97
Modera Wealth Management
New Jersey
$7.68M
FA
98
Financial Advisors
Massachusetts
$7.59M
FWCM
99
Ferguson Wellman Capital Management
Oregon
$7.56M
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$7.4M