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iShares ESG Aware MSCI USA ETF

775 hedge funds and large institutions have $11.8B invested in iShares ESG Aware MSCI USA ETF in 2025 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 286 increasing their positions, 273 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 37

11% more capital invested

Capital invested by funds: $10.6B → $11.8B (+$1.14B)

1.98% more ownership

Funds ownership: 76.93%78.9% (+2%)

5% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 273

1% more funds holding

Funds holding: 771775 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

Holders
775
Holders Change
+4
Holders Change %
+0.52%
% of All Funds
10.17%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
58
Increased
286
Reduced
273
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
226
Vision Capital Management
Oregon
$2.13M -$510K -3,643 -20%
SFC
227
SYM Financial Corp
Indiana
$2.12M +$253K +1,808 +14%
BFG
228
Beacon Financial Group
Texas
$2.12M -$105K -749 -5%
SW
229
SoFi Wealth
California
$2.12M +$589K +4,208 +41%
PFA
230
Pure Financial Advisors
California
$2.1M -$264K -1,883 -12%
BWL
231
Bogart Wealth LLC
Virginia
$2.08M -$98.5K -703 -5%
APW
232
Austin Private Wealth
Texas
$2.06M +$625K +4,463 +46%
AWM
233
Axxcess Wealth Management
California
$2.06M -$511K -3,651 -21%
GA
234
GFS Advisors
Texas
$2.04M
MCM
235
Mendel Capital Management
Arkansas
$2.03M +$560 +4 +0%
AWM
236
AE Wealth Management
Kansas
$2.03M +$677K +4,833 +53%
NL
237
NEPC LLC
Massachusetts
$2.02M
GWM
238
GSB Wealth Management
Connecticut
$1.99M +$2.24K +16 +0.1%
IAG
239
Ipsen Advisor Group
Arkansas
$1.97M -$50.7K -362 -3%
BWP
240
BlueStem Wealth Partners
Minnesota
$1.93M -$113K -804 -6%
AWE
241
Avidian Wealth Enterprises
Texas
$1.93M +$2.24K +16 +0.1%
DC
242
Davenport & Co
Virginia
$1.92M -$58.3K -416 -3%
Baird Financial Group
243
Baird Financial Group
Wisconsin
$1.91M +$37.4K +267 +2%
AF
244
Allworth Financial
California
$1.91M -$15.5K -111 -0.8%
MBT
245
Montecito Bank & Trust
California
$1.9M +$1.83M +13,067 New
G
246
GenTrust
Florida
$1.88M -$487K -3,477 -21%
OCM
247
One Capital Management
California
$1.87M +$751K +5,364 +72%
BBP
248
Banco BTG Pactual
Brazil
$1.87M +$308K +2,200 +21%
SPIA
249
Strategic Point Investment Advisors
Rhode Island
$1.87M +$9.8K +70 +0.5%
HSWS
250
Higgins & Schmidt Wealth Strategies
Colorado
$1.85M -$34.2K -244 -2%