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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
Jones Financial Companies
376
Jones Financial Companies
Missouri
$835K +$82.6K +590 +11%
CFG
377
Cornerstone Financial Group
Nebraska
$831K -$56.6K -404 -7%
FF
378
Farrell Financial
New York
$828K -$560 -4 -0.1%
CTC
379
Central Trust Company
Missouri
$827K -$51.8K -370 -6%
LOIP
380
Live Oak Investment Partners
Texas
$827K +$187K +1,338 +31%
PFGIA
381
Patriot Financial Group Insurance Agency
Massachusetts
$818K +$30.1K +215 +4%
IFG
382
Independent Financial Group
California
$815K +$4.2K +30 +0.5%
XPN
383
XY Planning Network
Montana
$810K
BIA
384
Bell Investment Advisors
California
$809K -$46.9K -335 -6%
TF
385
Theory Financial
Colorado
$808K +$341K +2,437 +79%
SRB
386
Shotwell Rutter Baer
Michigan
$804K
WA
387
Waverly Advisors
Alabama
$794K +$140 +1 +0%
O3W
388
Omni 360 Wealth
New Jersey
$793K -$73.5K -525 -9%
IA
389
IFP Advisors
Florida
$788K -$158K -1,130 -17%
CI Investments Inc
390
CI Investments Inc
Ontario, Canada
$779K -$14K -100 -2%
DA
391
Detalus Advisors
Missouri
$775K +$26.2K +187 +4%
XF
392
XML Financial
Maryland
$773K +$329K +2,347 +79%
LPAM
393
Lodestar Private Asset Management
California
$768K +$405K +2,889 +121%
KFP
394
Keener Financial Planning
Texas
$766K -$47.9K -342 -6%
SWM
395
Spire Wealth Management
Virginia
$760K
GDP
396
Great Diamond Partners
Maine
$748K +$22.5K +161 +3%
VCP
397
Verus Capital Partners
Arizona
$741K -$115K -823 -14%
AL
398
Aspiriant LLC
California
$740K
Lido Advisors
399
Lido Advisors
California
$739K +$700 +5 +0.1%
RCA
400
Resonant Capital Advisors
Wisconsin
$735K