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iShares ESG Aware MSCI USA ETF

768 hedge funds and large institutions have $11.7B invested in iShares ESG Aware MSCI USA ETF in 2025 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 283 increasing their positions, 272 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
768
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 +$157M
2 +$64.8M
3 +$61.3M
4
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$59.2M
5
Citigroup
Citigroup
New York
+$38.3M

Top Sellers

1 -$52.6M
2 -$48.8M
3 -$25.2M
4
JP Morgan Chase
JP Morgan Chase
New York
-$22.2M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SFC
226
SYM Financial Corp
Indiana
$2.12M
BFG
227
Beacon Financial Group
Texas
$2.12M
SW
228
SoFi Wealth
California
$2.12M
PFA
229
Pure Financial Advisors
California
$2.1M
BWL
230
Bogart Wealth LLC
Virginia
$2.08M
APW
231
Austin Private Wealth
Texas
$2.06M
AWM
232
Axxcess Wealth Management
California
$2.06M
GA
233
GFS Advisors
Texas
$2.04M
MCM
234
Mendel Capital Management
Arkansas
$2.03M
AWM
235
AE Wealth Management
Kansas
$2.03M
NL
236
NEPC LLC
Massachusetts
$2.02M
GWM
237
GSB Wealth Management
Connecticut
$1.99M
IAG
238
Ipsen Advisor Group
Arkansas
$1.97M
BWP
239
BlueStem Wealth Partners
Minnesota
$1.93M
AWE
240
Avidian Wealth Enterprises
Texas
$1.93M
DC
241
Davenport & Co
Virginia
$1.92M
Baird Financial Group
242
Baird Financial Group
Wisconsin
$1.91M
AF
243
Allworth Financial
California
$1.91M
MBT
244
Montecito Bank & Trust
California
$1.9M
G
245
GenTrust
Florida
$1.88M
OCM
246
One Capital Management
California
$1.87M
BBP
247
Banco BTG Pactual
Brazil
$1.87M
SPIA
248
Strategic Point Investment Advisors
Rhode Island
$1.87M
HSWS
249
Higgins & Schmidt Wealth Strategies
Colorado
$1.85M
CWM
250
Cranbrook Wealth Management
Michigan
$1.83M