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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
FWM
201
Fingerlakes Wealth Management
New York
$2.39M
PWMG
202
Pioneer Wealth Management Group
Texas
$2.36M
TWC
203
TD Waterhouse Canada
Ontario, Canada
$2.34M
CCM
204
Coldstream Capital Management
Washington
$2.34M
HFA
205
High Falls Advisors
New York
$2.32M
IWA
206
Icon Wealth Advisors
Texas
$2.31M
TCA
207
Transcend Capital Advisors
New Jersey
$2.28M
KWA
208
Kingswood Wealth Advisors
California
$2.23M
G
209
GenTrust
Florida
$2.22M
MIM
210
Macroview Investment Management
Maryland
$2.21M
PFA
211
Pure Financial Advisors
California
$2.2M
PIA
212
Perennial Investment Advisors
California
$2.16M
AWM
213
Apollon Wealth Management
South Carolina
$2.14M
OSAM
214
O'Shaughnessy Asset Management
Connecticut
$2.13M
BFG
215
Beacon Financial Group
Texas
$2.08M
1SB
216
1ST Source Bank
Indiana
$2.07M
RF
217
RHS Financial
California
$2.05M
BWL
218
Bogart Wealth LLC
Virginia
$2.03M
MOS
219
MGO One Seven
Ohio
$2.01M
SCA
220
Snowden Capital Advisors
New York
$2.01M
MFA
221
Mayflower Financial Advisors
Massachusetts
$2.01M
RIA
222
Regal Investment Advisors
Michigan
$2M
FTUS
223
Flow Traders U.S.
New York
$2M
Franklin Resources
224
Franklin Resources
California
$1.99M
AFG
225
Atomi Financial Group
New York
$1.94M