ESGU icon

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
RSWM
326
Robertson Stephens Wealth Management
California
$1.13M
TWCA
327
Two West Capital Advisors
Kansas
$1.12M
VA
328
Vident Advisory
Georgia
$1.12M
DADC
329
D.A. Davidson & Co
Montana
$1.11M
AG
330
Ascent Group
Virginia
$1.11M
RCS
331
Retirement Capital Strategies
California
$1.1M
ST
332
Sentinel Trust
Texas
$1.1M
KL
333
KilterHowling LLC
Colorado
$1.1M
SAM
334
Strategy Asset Managers
California
$1.09M
FWP
335
Firethorn Wealth Partners
Georgia
$1.07M
VT
336
Vise Technologies
New York
$1.07M
KP
337
Keel Point
Alabama
$1.06M
PTC
338
Private Trust Company
Ohio
$1.03M
EFL
339
ERn Financial LLC
Wisconsin
$1.03M
CAM
340
Cresset Asset Management
Illinois
$1.03M
HFS
341
Hughes Financial Services
Virginia
$1.03M
AWA
342
Aaron Wealth Advisors
Illinois
$1.03M
TWM
343
TSA Wealth Management
Texas
$1.03M
ACA
344
American Capital Advisory
Idaho
$1.03M
MFA
345
McClarren Financial Advisors
Pennsylvania
$1.02M
AI
346
Atria Investments
North Carolina
$1.01M
BIA
347
Bigelow Investment Advisors
Maine
$1.01M
PPW
348
Presilium Private Wealth
Pennsylvania
$1M
AC
349
AlphaCore Capital
California
$991K
FPGK
350
Financial Partners Group (Kansas)
Kansas
$982K