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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
TWP
276
Tempus Wealth Planning
California
$1.54M -$45.7K -326 -3%
SCA
277
Scott Capital Advisors
Oregon
$1.54M +$2.94K +21 +0.2%
AA
278
Advisory Alpha
Michigan
$1.52M -$32.8K -234 -2%
GRP
279
Global Retirement Partners
California
$1.51M +$5.46K +39 +0.4%
WFS
280
WealthGarden F.S.
California
$1.5M +$173K +1,235 +14%
Bessemer Group
281
Bessemer Group
New Jersey
$1.48M -$6.02K -43 -0.4%
WWG
282
West Wealth Group
California
$1.47M -$177K -1,266 -11%
KV
283
Kickstand Ventures
New York
$1.44M
RFA
284
RTD Financial Advisors
Pennsylvania
$1.44M -$163K -1,165 -11%
AWA
285
Arkadios Wealth Advisors
Georgia
$1.43M +$280K +2,001 +26%
SVWG
286
Shared Vision Wealth Group
United States
$1.4M -$16.2K -116 -1%
Kovitz Investment Group Partners
287
Kovitz Investment Group Partners
Illinois
$1.39M -$26.3K -188 -2%
KPWS
288
Kestra Private Wealth Services
Texas
$1.38M +$265K +1,891 +25%
CA
289
CWC Advisors
Oregon
$1.38M -$6.16K -44 -0.5%
JC
290
JB Capital
Connecticut
$1.35M +$225K +1,606 +21%
CIA
291
Compass Ion Advisors
Pennsylvania
$1.35M
WA
292
Wealth Alliance
New York
$1.34M +$94.8K +677 +8%
CIA
293
Concurrent Investment Advisors
Florida
$1.33M +$29.6K +211 +2%
RCAG
294
Rehmann Capital Advisory Group
Michigan
$1.31M -$45.2K -323 -3%
NA
295
Nottingham Advisors
New York
$1.31M -$49.7K -355 -4%
MAMG
296
Milestone Asset Management Group
Connecticut
$1.28M +$1.96K +14 +0.2%
BBA
297
BLB&B Advisors
Pennsylvania
$1.28M -$29K -207 -2%
SI
298
Stephens Inc
Arkansas
$1.27M
WA
299
WBH Advisory
Maryland
$1.26M +$135K +963 +13%
WAL
300
W Advisors LLC
Tennessee
$1.25M -$30.5K -218 -2%