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iShares ESG Aware MSCI USA ETF

760 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 59 funds opening new positions, 281 increasing their positions, 267 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
760
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
SA
301
Sovran Advisors
California
$1.22M
CCFM
302
Clear Creek Financial Management
Washington
$1.22M
NB
303
NBT Bank
New York
$1.2M
GKWIM
304
Gerber Kawasaki Wealth & Investment Management
California
$1.19M
AWM
305
Aprio Wealth Management
Georgia
$1.18M
MHB
306
Midwest Heritage Bank
Iowa
$1.17M
EWA
307
EverSource Wealth Advisors
Alabama
$1.17M
RFP
308
RCS Financial Planning
Maryland
$1.17M
SP
309
Symmetry Partners
Connecticut
$1.17M
CWG
310
Crown Wealth Group
North Carolina
$1.16M
OGF
311
Orin Green Financial
California
$1.16M
CA
312
CoreCap Advisors
Michigan
$1.16M
MBFW
313
Morton Brown Family Wealth
Pennsylvania
$1.16M
MHR
314
Matthew Hamilton Rosenberg
$1.15M
AWP
315
Axis Wealth Partners
Rhode Island
$1.14M
PAI
316
Pittenger & Anderson Inc
Nebraska
$1.14M
BIG
317
Brookwood Investment Group
Arizona
$1.14M
AF
318
Apexium Financial
Texas
$1.13M
MSA
319
Marino Stram & Associates
Massachusetts
$1.13M
MNA
320
Manning & Napier Advisors
New York
$1.13M
RSWM
321
Robertson Stephens Wealth Management
California
$1.13M
TWCA
322
Two West Capital Advisors
Kansas
$1.12M
VA
323
Vident Advisory
Georgia
$1.12M
DADC
324
D.A. Davidson & Co
Montana
$1.11M
AG
325
Ascent Group
Virginia
$1.11M