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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
DAS
151
Dynamic Advisor Solutions
Arizona
$3.63M
CW
152
CreativeOne Wealth
Kansas
$3.56M
WIM
153
WealthPlan Investment Management
Nebraska
$3.53M
RW
154
Ridgeline Wealth
Arizona
$3.51M
JPG
155
Jordan Park Group
California
$3.44M
MPW
156
MA Private Wealth
California
$3.4M
RA
157
RFG Advisory
Alabama
$3.38M
EH
158
Equitable Holdings
New York
$3.37M
SPIA
159
Steward Partners Investment Advisory
New York
$3.37M
SC
160
Savant Capital
Illinois
$3.32M
FCA
161
FLC Capital Advisors
California
$3.31M
IWM
162
Integris Wealth Management
California
$3.28M
FHA
163
First Horizon Advisors
Tennessee
$3.27M
PCIG
164
Partners Capital Investment Group
Massachusetts
$3.23M
EWP
165
Elevation Wealth Partners
California
$3.21M
OWM
166
Opes Wealth Management
California
$3.21M
NCM
167
Northwest Capital Management
Oregon
$3.2M
MP
168
Moment Partners
California
$3.19M
BW
169
Balance Wealth
Ohio
$3.19M
BTI
170
Blue Trust Inc
Georgia
$3.14M
GCG
171
Gilbert Capital Group
Maine
$3.1M
WS
172
Wedbush Securities
California
$3.09M
GC
173
Garde Capital
Washington
$3.06M
Citadel Advisors
174
Citadel Advisors
Florida
$2.96M
FG
175
Foster Group
Iowa
$2.9M