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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
RSWM
326
Robertson Stephens Wealth Management
California
$1.13M -$447K -3,191 -29%
TWCA
327
Two West Capital Advisors
Kansas
$1.12M +$52K +371 +5%
VA
328
Vident Advisory
Georgia
$1.12M +$95.9K +685 +10%
DADC
329
D.A. Davidson & Co
Montana
$1.11M -$3.36K -24 -0.3%
AG
330
Ascent Group
Virginia
$1.11M +$59.9K +428 +6%
RCS
331
Retirement Capital Strategies
California
$1.1M -$11.8K -84 -1%
ST
332
Sentinel Trust
Texas
$1.1M -$38.5K -275 -4%
KL
333
KilterHowling LLC
Colorado
$1.1M +$17.4K +124 +2%
SAM
334
Strategy Asset Managers
California
$1.09M -$20.9K -149 -2%
FWP
335
Firethorn Wealth Partners
Georgia
$1.07M +$3.64K +26 +0.4%
VT
336
Vise Technologies
New York
$1.07M +$467K +3,331 +82%
KP
337
Keel Point
Alabama
$1.06M
PTC
338
Private Trust Company
Ohio
$1.03M -$43.3K -309 -4%
EFL
339
ERn Financial LLC
Wisconsin
$1.03M -$25.5K -182 -2%
CAM
340
Cresset Asset Management
Illinois
$1.03M +$140 +1 +0%
HFS
341
Hughes Financial Services
Virginia
$1.03M -$12.5K -89 -1%
AWA
342
Aaron Wealth Advisors
Illinois
$1.03M +$129K +922 +15%
TWM
343
TSA Wealth Management
Texas
$1.03M
ACA
344
American Capital Advisory
Idaho
$1.03M -$38.1K -272 -4%
MFA
345
McClarren Financial Advisors
Pennsylvania
$1.02M -$340K -2,428 -34%
AI
346
Atria Investments
North Carolina
$1.01M +$286K +2,041 +42%
BIA
347
Bigelow Investment Advisors
Maine
$1.01M -$12K -86 -1%
PPW
348
Presilium Private Wealth
Pennsylvania
$1M -$17.9K -128 -2%
AC
349
AlphaCore Capital
California
$991K -$980 -7 -0.1%
FPGK
350
Financial Partners Group (Kansas)
Kansas
$982K -$420 -3 -0%