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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
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
Neuberger Berman Group
104
Neuberger Berman Group
New York
$6.9M
Focus Partners Wealth
105
Focus Partners Wealth
Massachusetts
$6.88M
CIAS
106
CFS Investment Advisory Services
New Jersey
$6.87M
RIS
107
Retirement Income Solutions
Michigan
$6.73M
IFWM
108
Institute for Wealth Management
Colorado
$6.72M
YWM
109
Yukon Wealth Management
Kansas
$6.59M
ALA
110
Atlas Legacy Advisors
California
$6.58M
VFA
111
Valeo Financial Advisors
Indiana
$6.53M
DRP
112
Decker Retirement Planning
Utah
$6.26M
WWP
113
Waypoint Wealth Partners
California
$6.25M
SWG
114
Summit Wealth Group
Vermont
$6.01M
MA
115
Mutual Advisors
Nebraska
$5.97M
PAG
116
Private Advisor Group
New Jersey
$5.93M
FFA
117
Farther Finance Advisors
California
$5.91M
HHGA
118
Halbert Hargrove Global Advisors
California
$5.65M
ST
119
Spinnaker Trust
Maine
$5.59M
BNP Paribas Financial Markets
120
BNP Paribas Financial Markets
France
$5.55M
ACA
121
Aptus Capital Advisors
Alabama
$5.54M
AssetMark Inc
122
AssetMark Inc
California
$5.46M
MW
123
Maia Wealth
Colorado
$5.44M
AAS
124
Avantax Advisory Services
Texas
$5.32M
UB
125
UMB Bank
Missouri
$5.19M