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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
USCWA
401
U.S. Capital Wealth Advisors
Texas
$694K
AMG
402
APS Management Group
California
$694K
MSFS
403
Main Street Financial Solutions
Pennsylvania
$693K
HFS
404
Howard Financial Services
Texas
$692K
PA
405
PFG Advisors
Arizona
$689K
FGAM
406
Financial Gravity Asset Management
Texas
$687K
TWA
407
Talisman Wealth Advisors
New Jersey
$687K
TW
408
Traveka Wealth
California
$687K
Bank of Montreal
409
Bank of Montreal
Ontario, Canada
$682K
SAI
410
Savvy Advisors Inc
New York
$680K
CC
411
Copperleaf Capital
North Carolina
$677K
EB
412
Eastern Bank
Massachusetts
$672K
FFG
413
Fiduciary Financial Group
California
$671K
FA
414
FC Advisory
Pennsylvania
$671K
KWM
415
Kingsview Wealth Management
Oregon
$662K
HFO
416
Heritage Family Offices
Arizona
$657K
VW
417
Veridan Wealth
Oregon
$652K
BFG
418
Buttonwood Financial Group
Missouri
$652K
IAA
419
Independent Advisor Alliance
North Carolina
$647K
SFG
420
Sovereign Financial Group
Connecticut
$632K
W
421
WealthCollab
Washington
$628K
MT
422
Midwest Trust
Kansas
$625K
S
423
SignatureFD
Georgia
$625K
CWM
424
Certus Wealth Management
California
$619K
WWM
425
Western Wealth Management
Colorado
$618K