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iShares ESG Aware MSCI USA ETF

760 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 59 funds opening new positions, 281 increasing their positions, 267 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
760
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
XPN
376
XY Planning Network
Montana
$810K
BIA
377
Bell Investment Advisors
California
$809K
TF
378
Theory Financial
Colorado
$808K
SRB
379
Shotwell Rutter Baer
Michigan
$804K
WA
380
Waverly Advisors
Alabama
$794K
O3W
381
Omni 360 Wealth
New Jersey
$793K
CI Investments Inc
382
CI Investments Inc
Ontario, Canada
$779K
DA
383
Detalus Advisors
Missouri
$775K
XF
384
XML Financial
Maryland
$773K
LPAM
385
Lodestar Private Asset Management
California
$768K
KFP
386
Keener Financial Planning
Texas
$766K
SWM
387
Spire Wealth Management
Virginia
$760K
GDP
388
Great Diamond Partners
Maine
$748K
AL
389
Aspiriant LLC
California
$740K
Lido Advisors
390
Lido Advisors
California
$739K
RCA
391
Resonant Capital Advisors
Wisconsin
$735K
CPP
392
Capasso Planning Partners
South Carolina
$719K
MGP
393
Metis Global Partners
California
$719K
IWM
394
IHT Wealth Management
Illinois
$711K
SL
395
Sentinus LLC
Illinois
$711K
GWMR
396
GC Wealth Management RIA
Massachusetts
$709K
TPCW
397
TD Private Client Wealth
New York
$703K
BRWA
398
B. Riley Wealth Advisors
Florida
$699K
BFP
399
Brewster Financial Planning
New York
$699K
IF
400
Intrua Financial
Texas
$695K