We are live on ! Find out more
ESGU icon

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
CPP
401
Capasso Planning Partners
South Carolina
$719K -$252K -1,800 -27%
MGP
402
Metis Global Partners
California
$719K -$364K -2,602 -35%
IWM
403
IHT Wealth Management
Illinois
$711K -$35.3K -252 -5%
SL
404
Sentinus LLC
Illinois
$711K -$3.36K -24 -0.5%
GWMR
405
GC Wealth Management RIA
Massachusetts
$709K +$456K +3,259 +203%
TPCW
406
TD Private Client Wealth
New York
$703K -$7.42K -53 -1%
BRWA
407
B. Riley Wealth Advisors
Florida
$699K +$4.62K +33 +0.7%
BFP
408
Brewster Financial Planning
New York
$699K
IF
409
Intrua Financial
Texas
$695K +$7.7K +55 +1%
USCWA
410
U.S. Capital Wealth Advisors
Texas
$694K +$84K +600 +14%
AMG
411
APS Management Group
California
$694K +$667K +4,764 New
MSFS
412
Main Street Financial Solutions
Pennsylvania
$693K -$10.6K -76 -2%
HFS
413
Howard Financial Services
Texas
$692K +$1.54K +11 +0.2%
PA
414
PFG Advisors
Arizona
$689K -$115K -819 -15%
FGAM
415
Financial Gravity Asset Management
Texas
$687K +$661K +4,721 New
TWA
416
Talisman Wealth Advisors
New Jersey
$687K -$6.58K -47 -1%
TW
417
Traveka Wealth
California
$687K +$45.4K +324 +7%
Bank of Montreal
418
Bank of Montreal
Ontario, Canada
$682K +$32.2K +230 +5%
SAI
419
Savvy Advisors Inc
New York
$680K +$150K +1,069 +30%
CC
420
Copperleaf Capital
North Carolina
$677K +$101K +722 +18%
EB
421
Eastern Bank
Massachusetts
$672K -$35.6K -254 -5%
FFG
422
Fiduciary Financial Group
California
$671K +$560 +4 +0.1%
FA
423
FC Advisory
Pennsylvania
$671K +$280 +2 +0%
KWM
424
Kingsview Wealth Management
Oregon
$662K -$21.3K -152 -3%
HFO
425
Heritage Family Offices
Arizona
$657K -$93.8K -670 -13%