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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 45 funds opening new positions, 239 increasing their positions, 335 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
745
Holders Change
-37
Holders Change %
-4.73%
% 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
45
Increased
239
Reduced
335
Closed
62
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OAP
201
One Advisory Partners
Kansas
$2.12M -$925K -7,584 -30%
CCM
202
Coldstream Capital Management
Washington
$2.1M +$962K +7,892 +84%
VCM
203
Vision Capital Management
Oregon
$2.07M -$32.9K -270 -2%
TCA
204
Transcend Capital Advisors
New Jersey
$2.06M -$573K -4,704 -22%
WLIM
205
White Lighthouse Investment Management
Massachusetts
$2.02M -$51.8K -425 -2%
G
206
GenTrust
Florida
$2M +$253K +2,077 +15%
PWMG
207
Pioneer Wealth Management Group
Texas
$1.95M +$1.95M +16,003 New
PIA
208
Perennial Investment Advisors
California
$1.94M -$15.7K -129 -0.8%
AWM
209
Apollon Wealth Management
South Carolina
$1.92M -$45.8K -376 -2%
SWM
210
SigFig Wealth Management
California
$1.92M +$196K +1,613 +11%
DAS
211
Diversify Advisory Services
Utah
$1.88M +$73.6K +609 +4%
BFG
212
Beacon Financial Group
Texas
$1.87M -$8.9K -73 -0.5%
1SB
213
1ST Source Bank
Indiana
$1.87M
GC
214
Garde Capital
Washington
$1.86M -$61.6K -505 -3%
MFA
215
Mayflower Financial Advisors
Massachusetts
$1.85M -$277K -2,270 -13%
SCA
216
Snowden Capital Advisors
New York
$1.82M +$58.2K +477 +3%
MIM
217
Macroview Investment Management
Maryland
$1.75M -$155K -1,273 -8%
AWE
218
Avidian Wealth Enterprises
Texas
$1.74M +$161K +1,323 +10%
BWL
219
Bogart Wealth LLC
Virginia
$1.73M -$21.6K -177 -1%
AFG
220
Atomi Financial Group
New York
$1.72M -$414K -3,395 -19%
GWM
221
GSB Wealth Management
Connecticut
$1.72M -$282K -2,317 -14%
IAG
222
Ipsen Advisor Group
Arkansas
$1.71M -$60.2K -494 -3%
CWMK
223
Caliber Wealth Management (Kansas)
Kansas
$1.71M +$1.71M +14,020 New
MCM
224
Mendel Capital Management
Arkansas
$1.71M -$22.8K -187 -1%
CCFM
225
Clear Creek Financial Management
Washington
$1.71M -$6.22K -51 -0.4%