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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
AQR Capital Management
301
AQR Capital Management
Connecticut
$1.25M +$394K +2,810 +49%
OFP
302
OLIO Financial Planning
Virginia
$1.24M +$50.4K +360 +4%
OWCM
303
One Wealth Capital Management
Arizona
$1.23M +$342K +2,442 +40%
HPM
304
Hoxton Planning & Management
West Virginia
$1.23M +$172K +1,225 +17%
MWM
305
Modern Wealth Management
Kansas
$1.23M -$41K -293 -3%
SA
306
Sovran Advisors
California
$1.22M +$8.12K +58 +0.7%
CCFM
307
Clear Creek Financial Management
Washington
$1.22M -$686K -4,896 -37%
NB
308
NBT Bank
New York
$1.2M -$1.07M -7,662 -91%
GKWIM
309
Gerber Kawasaki Wealth & Investment Management
California
$1.19M -$70.6K -504 -6%
AWM
310
Aprio Wealth Management
Georgia
$1.18M +$1.82K +13 +0.2%
MHB
311
Midwest Heritage Bank
Iowa
$1.17M -$7.28K -52 -0.6%
EWA
312
EverSource Wealth Advisors
Alabama
$1.17M +$182K +1,297 +19%
RFP
313
RCS Financial Planning
Maryland
$1.17M +$320K +2,286 +40%
SP
314
Symmetry Partners
Connecticut
$1.17M -$211K -1,510 -16%
CWG
315
Crown Wealth Group
North Carolina
$1.16M -$55K -393 -5%
OGF
316
Orin Green Financial
California
$1.16M
CA
317
CoreCap Advisors
Michigan
$1.16M -$29.6K -211 -3%
MBFW
318
Morton Brown Family Wealth
Pennsylvania
$1.16M
MHR
319
Matthew Hamilton Rosenberg
$1.15M -$203K -1,450 -16%
AWP
320
Axis Wealth Partners
Rhode Island
$1.14M +$61.1K +436 +6%
PAI
321
Pittenger & Anderson Inc
Nebraska
$1.14M +$384K +2,741 +54%
BIG
322
Brookwood Investment Group
Arizona
$1.14M +$178K +1,271 +19%
AF
323
Apexium Financial
Texas
$1.13M
MSA
324
Marino Stram & Associates
Massachusetts
$1.13M +$1.4K +10 +0.1%
MNA
325
Manning & Napier Advisors
New York
$1.13M