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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
Jones Financial Companies
376
Jones Financial Companies
Missouri
$835K
CFG
377
Cornerstone Financial Group
Nebraska
$831K
FF
378
Farrell Financial
New York
$828K
CTC
379
Central Trust Company
Missouri
$827K
LOIP
380
Live Oak Investment Partners
Texas
$827K
PFGIA
381
Patriot Financial Group Insurance Agency
Massachusetts
$818K
XPN
382
XY Planning Network
Montana
$810K
BIA
383
Bell Investment Advisors
California
$809K
TF
384
Theory Financial
Colorado
$808K
SRB
385
Shotwell Rutter Baer
Michigan
$804K
WA
386
Waverly Advisors
Alabama
$794K
O3W
387
Omni 360 Wealth
New Jersey
$793K
IA
388
IFP Advisors
Florida
$788K
CI Investments Inc
389
CI Investments Inc
Ontario, Canada
$779K
DA
390
Detalus Advisors
Missouri
$775K
XF
391
XML Financial
Maryland
$773K
LPAM
392
Lodestar Private Asset Management
California
$768K
KFP
393
Keener Financial Planning
Texas
$766K
SWM
394
Spire Wealth Management
Virginia
$760K
GDP
395
Great Diamond Partners
Maine
$748K
AL
396
Aspiriant LLC
California
$740K
Lido Advisors
397
Lido Advisors
California
$739K
RCA
398
Resonant Capital Advisors
Wisconsin
$735K
CPP
399
Capasso Planning Partners
South Carolina
$719K
MGP
400
Metis Global Partners
California
$719K