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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
UCFA
101
United Capital Financial Advisors
Texas
$7.28M
ASN
102
Advisory Services Network
Georgia
$7.11M
Bank of New York Mellon
103
Bank of New York Mellon
New York
$7.02M
SA
104
Sanctuary Advisors
Indiana
$7.02M
Neuberger Berman Group
105
Neuberger Berman Group
New York
$6.9M
Focus Partners Wealth
106
Focus Partners Wealth
Massachusetts
$6.88M
CIAS
107
CFS Investment Advisory Services
New Jersey
$6.87M
RIS
108
Retirement Income Solutions
Michigan
$6.73M
IFWM
109
Institute for Wealth Management
Colorado
$6.72M
YWM
110
Yukon Wealth Management
Kansas
$6.59M
ALA
111
Atlas Legacy Advisors
California
$6.58M
VFA
112
Valeo Financial Advisors
Indiana
$6.53M
DRP
113
Decker Retirement Planning
Utah
$6.26M
WWP
114
Waypoint Wealth Partners
California
$6.25M
SWG
115
Summit Wealth Group
Vermont
$6.01M
MA
116
Mutual Advisors
Nebraska
$5.97M
PAG
117
Private Advisor Group
New Jersey
$5.93M
FFA
118
Farther Finance Advisors
California
$5.91M
HHGA
119
Halbert Hargrove Global Advisors
California
$5.65M
ST
120
Spinnaker Trust
Maine
$5.59M
BNP Paribas Financial Markets
121
BNP Paribas Financial Markets
France
$5.55M
ACA
122
Aptus Capital Advisors
Alabama
$5.54M
AssetMark Inc
123
AssetMark Inc
California
$5.46M
MW
124
Maia Wealth
Colorado
$5.44M
AAS
125
Avantax Advisory Services
Texas
$5.32M