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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 %
Neuberger Berman Group
101
Neuberger Berman Group
New York
$7.1M -$956K -7,840 -12%
EWM
102
Empirical Wealth Management
Washington
$7.08M -$55.5K -455 -0.8%
PA
103
Parallel Advisors
California
$7M +$752K +6,172 +12%
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$6.74M +$976K +8,010 +17%
MWM
105
Modera Wealth Management
New Jersey
$6.67M -$100K -821 -1%
FWCM
106
Ferguson Wellman Capital Management
Oregon
$6.43M +$404K +3,312 +7%
CIAS
107
CFS Investment Advisory Services
New Jersey
$6.42M -$546K -4,479 -8%
Focus Partners Wealth
108
Focus Partners Wealth
Massachusetts
$6.16M +$352K +2,887 +6%
IFWM
109
Institute for Wealth Management
Colorado
$6.13M -$44.7K -367 -0.7%
YWM
110
Yukon Wealth Management
Kansas
$6.09M +$6.09M +49,940 New
ALA
111
Atlas Legacy Advisors
California
$6.04M -$226K -1,800 -4%
ASN
112
Advisory Services Network
Georgia
$5.79M -$426K -3,493 -7%
FFA
113
Farther Finance Advisors
California
$5.72M -$375K -3,067 -6%
WA
114
Wealth Architects
California
$5.67M +$57.9K +475 +1%
HHGA
115
Halbert Hargrove Global Advisors
California
$5.61M -$24.3K -199 -0.4%
SWG
116
Summit Wealth Group
Vermont
$5.54M +$110K +904 +2%
NCM
117
Northwest Capital Management
Oregon
$5.53M -$3.87M -31,762 -41%
Thrivent Financial for Lutherans
118
Thrivent Financial for Lutherans
Minnesota
$5.52M
VFA
119
Valeo Financial Advisors
Indiana
$5.43M +$346K +2,837 +7%
MA
120
Mutual Advisors
Nebraska
$5.25M -$610K -5,086 -10%
Jane Street
121
Jane Street
New York
$5.17M +$5.17M +42,429 New
IC
122
IEQ Capital
California
$5.16M
EWP
123
Elevation Wealth Partners
California
$5.11M +$80.6K +661 +2%
ACA
124
Aptus Capital Advisors
Alabama
$4.99M -$253K -2,079 -5%
MW
125
Maia Wealth
Colorado
$4.95M -$406K -3,460 -8%