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iShares ESG Aware MSCI USA ETF

760 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, 237 increasing their positions, 325 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
760
Holders Change
+15
Holders Change %
+2.01%
% of All Funds
10.19%
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
237
Reduced
325
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JSW
126
Journey Strategic Wealth
New Jersey
$5.12M -$15.8M -116,449 -75%
LRWA
127
Long Run Wealth Advisors
New York
$5.06M -$308K -2,279 -6%
MFG
128
Merit Financial Group
Georgia
$4.9M +$365K +2,695 +8%
PWM
129
Perigon Wealth Management
California
$4.9M -$438K -3,234 -8%
MCWS
130
McKinley Carter Wealth Services
West Virginia
$4.83M -$228K -1,687 -5%
GIA
131
Goodwin Investment Advisory
Georgia
$4.8M -$186K -1,378 -4%
LNWWM
132
Laird Norton Wetherby Wealth Management
California
$4.79M +$4.79M +35,412 New
KAS
133
KPP Advisory Services
Kentucky
$4.77M -$151K -1,117 -3%
Stifel Financial
134
Stifel Financial
Missouri
$4.75M +$375K +2,770 +9%
BRIA
135
Balanced Rock Investment Advisors
Massachusetts
$4.6M +$1.09M +8,083 +31%
SWP
136
Stratos Wealth Partners
Ohio
$4.41M -$529K -3,911 -11%
PWA
137
Physician Wealth Advisors
Utah
$4.37M -$25.7K -190 -0.6%
KWS
138
Keystone Wealth Services
California
$4.37M -$143K -1,059 -3%
PA
139
Planning Alternatives
Michigan
$4.26M +$23.9K +177 +0.6%
FDCDDQ
140
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.25M
MWM
141
Mascoma Wealth Management
New Hampshire
$4.22M +$344K +2,541 +9%
IAN
142
Integrated Advisors Network
Texas
$4.12M -$271K -2,000 -6%
P
143
&Partners
Tennessee
$4.1M -$188K -1,387 -4%
Rockefeller Capital Management
144
Rockefeller Capital Management
New York
$4.1M -$13.7K -101 -0.3%
HWM
145
HB Wealth Management
Georgia
$4.04M -$23.9K -177 -0.6%
SWP
146
Sagespring Wealth Partners
Tennessee
$3.82M +$89.2K +659 +2%
IC
147
IEQ Capital
California
$3.81M -$1.91M -14,142 -33%
BCI
148
Brinker Capital Investments
Pennsylvania
$3.75M +$90K +665 +2%
HGWM
149
Horst & Graben Wealth Management
Oregon
$3.7M -$85.5K -632 -2%
DAS
150
Dynamic Advisor Solutions
Arizona
$3.63M -$679K -5,017 -16%