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iShares ESG Aware MSCI USA ETF

759 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, 236 increasing their positions, 325 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
759
Holders Change
+14
Holders Change %
+1.88%
% of All Funds
10.18%
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
236
Reduced
325
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UCFA
101
United Capital Financial Advisors
Texas
$7.28M -$882K -6,516 -11%
ASN
102
Advisory Services Network
Georgia
$7.11M +$542K +3,918 +8%
Bank of New York Mellon
103
Bank of New York Mellon
New York
$7.02M -$1.16M -8,576 -14%
Neuberger Berman Group
104
Neuberger Berman Group
New York
$6.9M -$988K -7,303 -13%
Focus Partners Wealth
105
Focus Partners Wealth
Massachusetts
$6.88M +$38.7K +286 +0.6%
CIAS
106
CFS Investment Advisory Services
New Jersey
$6.87M -$260K -1,919 -4%
RIS
107
Retirement Income Solutions
Michigan
$6.73M -$2.76M -20,396 -29%
IFWM
108
Institute for Wealth Management
Colorado
$6.72M -$92.3K -682 -1%
YWM
109
Yukon Wealth Management
Kansas
$6.59M -$172K -1,269 -3%
ALA
110
Atlas Legacy Advisors
California
$6.58M +$73.9K +546 +1%
VFA
111
Valeo Financial Advisors
Indiana
$6.53M +$514K +3,797 +9%
DRP
112
Decker Retirement Planning
Utah
$6.26M +$6.24M +46,153 +31,830%
WWP
113
Waypoint Wealth Partners
California
$6.25M -$1.68M -12,413 -21%
SWG
114
Summit Wealth Group
Vermont
$6.01M -$143K -1,059 -2%
MA
115
Mutual Advisors
Nebraska
$5.97M -$112K -802 -2%
PAG
116
Private Advisor Group
New Jersey
$5.93M +$1.31M +9,697 +28%
FFA
117
Farther Finance Advisors
California
$5.91M -$404K -2,988 -6%
HHGA
118
Halbert Hargrove Global Advisors
California
$5.65M -$578K -4,272 -9%
ST
119
Spinnaker Trust
Maine
$5.59M +$272K +2,013 +5%
BNP Paribas Financial Markets
120
BNP Paribas Financial Markets
France
$5.55M +$4.45M +32,923 +406%
ACA
121
Aptus Capital Advisors
Alabama
$5.54M -$3.65K -27 -0.1%
AssetMark Inc
122
AssetMark Inc
California
$5.46M +$496K +3,668 +10%
MW
123
Maia Wealth
Colorado
$5.44M -$267K -1,975 -5%
AAS
124
Avantax Advisory Services
Texas
$5.32M -$97.8K -723 -2%
UB
125
UMB Bank
Missouri
$5.19M +$1.15M +8,511 +29%