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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
JSW
126
Journey Strategic Wealth
New Jersey
$5.12M
LRWA
127
Long Run Wealth Advisors
New York
$5.06M
MFG
128
Merit Financial Group
Georgia
$4.9M
PWM
129
Perigon Wealth Management
California
$4.9M
MCWS
130
McKinley Carter Wealth Services
West Virginia
$4.83M
GIA
131
Goodwin Investment Advisory
Georgia
$4.8M
LNWWM
132
Laird Norton Wetherby Wealth Management
California
$4.79M
KAS
133
KPP Advisory Services
Kentucky
$4.77M
Stifel Financial
134
Stifel Financial
Missouri
$4.75M
BRIA
135
Balanced Rock Investment Advisors
Massachusetts
$4.6M
SWP
136
Stratos Wealth Partners
Ohio
$4.41M
PWA
137
Physician Wealth Advisors
Utah
$4.37M
KWS
138
Keystone Wealth Services
California
$4.37M
PA
139
Planning Alternatives
Michigan
$4.26M
FDCDDQ
140
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.25M
MWM
141
Mascoma Wealth Management
New Hampshire
$4.22M
IAN
142
Integrated Advisors Network
Texas
$4.12M
P
143
&Partners
Tennessee
$4.1M
Rockefeller Capital Management
144
Rockefeller Capital Management
New York
$4.1M
WWM
145
WT Wealth Management
Arizona
$4.06M
HWM
146
HB Wealth Management
Georgia
$4.04M
SWP
147
Sagespring Wealth Partners
Tennessee
$3.82M
IC
148
IEQ Capital
California
$3.81M
BCI
149
Brinker Capital Investments
Pennsylvania
$3.75M
HGWM
150
Horst & Graben Wealth Management
Oregon
$3.7M