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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
CWM
251
Cranbrook Wealth Management
Michigan
$1.83M +$192K +1,370 +12%
MFA
252
Morling Financial Advisors
California
$1.8M -$7.28K -52 -0.4%
SAMC
253
Spectrum Asset Management (California)
California
$1.8M +$52.1K +372 +3%
SFA
254
Sequoia Financial Advisors
Ohio
$1.79M +$46.1K +329 +3%
ISFAN
255
Investor's Fiduciary Advisor Network
Washington
$1.78M +$344K +2,459 +25%
VA
256
Valmark Advisers
Ohio
$1.76M +$2.66K +19 +0.2%
William Blair & Company
257
William Blair & Company
Illinois
$1.76M -$26.9K -192 -2%
Citadel Advisors
258
Citadel Advisors
Florida
$1.75M -$1.38M -9,825 -45%
JFG
259
JMG Financial Group
Illinois
$1.75M -$17.5K -125 -1%
CPIG
260
Chicago Partners Investment Group
Illinois
$1.74M -$7.84K -56 -0.5%
RIM
261
Ryan Investment Management
Colorado
$1.73M -$7.7K -55 -0.5%
WIA
262
World Investment Advisors
California
$1.73M +$203K +1,446 +14%
CWMK
263
Caliber Wealth Management (Kansas)
Kansas
$1.71M -$135K -963 -8%
HF
264
HRT Financial
New York
$1.7M +$1.63M +11,673 New
CWA
265
Clearview Wealth Advisors
Oregon
$1.7M -$73.5K -525 -4%
SFG
266
SNS Financial Group
Minnesota
$1.68M +$24.6K +176 +2%
SMA
267
Sage Mountain Advisors
Georgia
$1.67M +$1.61M +11,476 New
AIM
268
Acropolis Investment Management
Missouri
$1.65M
GAM
269
Gould Asset Management
California
$1.65M -$13.2K -94 -0.8%
TFO
270
Tarbox Family Office
California
$1.64M
VA
271
VestGen Advisors
Illinois
$1.63M +$420 +3 +0%
COCM
272
Charter Oak Capital Management
New Hampshire
$1.62M -$14.7K -105 -0.9%
WAM
273
WNY Asset Management
New York
$1.59M +$223K +1,591 +17%
SAM
274
Smartleaf Asset Management
Massachusetts
$1.57M +$104K +743 +7%
SFS
275
Sowell Financial Services
Arkansas
$1.57M -$75.8K -541 -5%