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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
Vanguard Group
351
Vanguard Group
Pennsylvania
$979K +$19K +136 +2%
CC
352
Chicago Capital
Illinois
$976K
FHA
353
Flagship Harbor Advisors
Massachusetts
$974K -$81.4K -581 -8%
MA
354
MKT Advisors
California
$970K +$1.68K +12 +0.2%
KFSC
355
Keystone Financial Services (Colorado)
Colorado
$959K +$11.8K +84 +1%
T
356
Tableaux
Massachusetts
$942K +$453K +3,235 +100%
First Trust Advisors
357
First Trust Advisors
Illinois
$927K -$13.6K -97 -2%
M&T Bank
358
M&T Bank
New York
$923K -$30.4K -217 -3%
WP
359
WealthShield Partners
North Carolina
$914K -$63.4K -453 -7%
TIA
360
Traphagen Investment Advisors
New Jersey
$901K -$29.4K -210 -3%
WAP
361
Wealthcare Advisory Partners
Pennsylvania
$885K +$191K +1,367 +29%
WCFA
362
Walkner Condon Financial Advisors
Wisconsin
$882K +$1.82K +13 +0.2%
AAM
363
Ameraudi Asset Management
New York
$877K
RP
364
Riverwater Partners
Wisconsin
$875K +$700 +5 +0.1%
IAIM
365
International Assets Investment Management
Florida
$867K
PCA
366
Pallas Capital Advisors
Massachusetts
$865K
DWP
367
Destiny Wealth Partners
Florida
$862K
SMWM
368
Silvia McColl Wealth Management
California
$856K -$62.9K -449 -7%
QPWM
369
Quadrant Private Wealth Management
Pennsylvania
$855K -$11.8K -84 -1%
IA
370
IFG Advisory
Georgia
$853K +$27.2K +194 +3%
BSB
371
Bangor Savings Bank
Maine
$846K -$39.5K -282 -5%
FRA
372
Front Row Advisors
California
$843K
MWM
373
Meridian Wealth Management
Kentucky
$842K -$37.8K -270 -4%
LIA
374
LifePlan Investment Advisors
North Carolina
$840K +$256K +1,826 +46%
SPI
375
Sutton Place Investors
New York
$839K -$700 -5 -0.1%