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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 %
AWS
126
Atria Wealth Solutions
New York
$4.88M -$1.81M -14,870 -27%
AAS
127
Avantax Advisory Services
Texas
$4.88M -$1.69M -13,856 -26%
LRWA
128
Long Run Wealth Advisors
New York
$4.84M +$1.83K +15 +0%
PWM
129
Perigon Wealth Management
California
$4.81M -$468K -3,836 -9%
ST
130
Spinnaker Trust
Maine
$4.79M +$569K +4,667 +13%
MCWS
131
McKinley Carter Wealth Services
West Virginia
$4.56M -$460K -3,774 -9%
GIA
132
Goodwin Investment Advisory
Georgia
$4.49M -$1.16M -9,533 -21%
AssetMark Inc
133
AssetMark Inc
California
$4.47M +$960K +7,878 +27%
SWP
134
Stratos Wealth Partners
Ohio
$4.45M -$121K -991 -3%
KAS
135
KPP Advisory Services
Kentucky
$4.43M +$4.43M +36,364 New
PAG
136
Private Advisor Group
New Jersey
$4.16M -$411K -3,375 -9%
MFG
137
Merit Financial Group
Georgia
$4.09M +$524K +4,296 +15%
KWS
138
Keystone Wealth Services
California
$4.06M -$180K -1,478 -4%
PWA
139
Physician Wealth Advisors
Utah
$3.96M -$66.6K -546 -2%
IAN
140
Integrated Advisors Network
Texas
$3.95M -$181K -1,487 -4%
Stifel Financial
141
Stifel Financial
Missouri
$3.94M -$3.99M -32,770 -50%
BWA
142
Boulder Wealth Advisors
Colorado
$3.91M -$17.5M -143,496 -82%
P
143
&Partners
Tennessee
$3.89M +$247K +2,009 +7%
DAS
144
Dynamic Advisor Solutions
Arizona
$3.88M -$2.21M -18,169 -36%
FDCDDQ
145
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.83M
PA
146
Planning Alternatives
Michigan
$3.81M +$194K +1,593 +5%
RF
147
RHS Financial
California
$3.79M -$1.58M -12,985 -29%
Rockefeller Capital Management
148
Rockefeller Capital Management
New York
$3.71M +$71.3K +585 +2%
HWM
149
HB Wealth Management
Georgia
$3.66M +$169K +1,386 +5%
UB
150
UMB Bank
Missouri
$3.64M +$922K +7,567 +34%