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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
RFC
176
Regions Financial Corp
Alabama
$2.81M
WC
177
Weil Company
California
$2.76M
LWA
178
Lifelong Wealth Advisors
Minnesota
$2.75M
PCA
179
Prosperity Capital Advisors
Ohio
$2.74M
FPAS
180
Focus Partners Advisor Solutions
Missouri
$2.68M
FFN
181
Focus Financial Network
Minnesota
$2.68M
HAG
182
HF Advisory Group
Maryland
$2.66M
MGIA
183
Moneta Group Investment Advisors
Missouri
$2.63M
Pathstone Holdings
184
Pathstone Holdings
New Jersey
$2.61M
GM
185
GeoWealth Management
Illinois
$2.6M
DAS
186
Diversify Advisory Services
Utah
$2.57M
CFP
187
Cascade Financial Partners
California
$2.56M
BF
188
Brooklyn FI
New York
$2.54M
PI
189
PFG Investments
New York
$2.53M
SFPM
190
Sensible Financial Planning & Management
Massachusetts
$2.49M
LWL
191
Leo Wealth LLC
Texas
$2.49M
DT
192
Diversified Trust
Tennessee
$2.49M
VCM
193
Vision Capital Management
Oregon
$2.47M
SWM
194
SigFig Wealth Management
California
$2.46M
WLIM
195
White Lighthouse Investment Management
Massachusetts
$2.43M
AWM
196
Axxcess Wealth Management
California
$2.41M
CA
197
CGN Advisors
Kansas
$2.4M
CIAS
198
Capital Investment Advisory Services
North Carolina
$2.4M
OAP
199
One Advisory Partners
Kansas
$2.4M
AGWCA
200
Annis Gardner Whiting Capital Advisors
Florida
$2.4M