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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
AQR Capital Management
301
AQR Capital Management
Connecticut
$1.25M
OFP
302
OLIO Financial Planning
Virginia
$1.24M
OWCM
303
One Wealth Capital Management
Arizona
$1.23M
HPM
304
Hoxton Planning & Management
West Virginia
$1.23M
MWM
305
Modern Wealth Management
Kansas
$1.23M
SA
306
Sovran Advisors
California
$1.22M
CCFM
307
Clear Creek Financial Management
Washington
$1.22M
NB
308
NBT Bank
New York
$1.2M
GKWIM
309
Gerber Kawasaki Wealth & Investment Management
California
$1.19M
AWM
310
Aprio Wealth Management
Georgia
$1.18M
MHB
311
Midwest Heritage Bank
Iowa
$1.17M
EWA
312
EverSource Wealth Advisors
Alabama
$1.17M
RFP
313
RCS Financial Planning
Maryland
$1.17M
SP
314
Symmetry Partners
Connecticut
$1.17M
CWG
315
Crown Wealth Group
North Carolina
$1.16M
OGF
316
Orin Green Financial
California
$1.16M
CA
317
CoreCap Advisors
Michigan
$1.16M
MBFW
318
Morton Brown Family Wealth
Pennsylvania
$1.16M
MHR
319
Matthew Hamilton Rosenberg
$1.15M
AWP
320
Axis Wealth Partners
Rhode Island
$1.14M
PAI
321
Pittenger & Anderson Inc
Nebraska
$1.14M
BIG
322
Brookwood Investment Group
Arizona
$1.14M
AF
323
Apexium Financial
Texas
$1.13M
MSA
324
Marino Stram & Associates
Massachusetts
$1.13M
MNA
325
Manning & Napier Advisors
New York
$1.13M