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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
IWM
401
IHT Wealth Management
Illinois
$711K
SL
402
Sentinus LLC
Illinois
$711K
GWMR
403
GC Wealth Management RIA
Massachusetts
$709K
TPCW
404
TD Private Client Wealth
New York
$703K
BRWA
405
B. Riley Wealth Advisors
Florida
$699K
BFP
406
Brewster Financial Planning
New York
$699K
IF
407
Intrua Financial
Texas
$695K
USCWA
408
U.S. Capital Wealth Advisors
Texas
$694K
AMG
409
APS Management Group
California
$694K
MSFS
410
Main Street Financial Solutions
Pennsylvania
$693K
HFS
411
Howard Financial Services
Texas
$692K
PA
412
PFG Advisors
Arizona
$689K
FGAM
413
Financial Gravity Asset Management
Texas
$687K
TWA
414
Talisman Wealth Advisors
New Jersey
$687K
TW
415
Traveka Wealth
California
$687K
Bank of Montreal
416
Bank of Montreal
Ontario, Canada
$682K
SAI
417
Savvy Advisors Inc
New York
$680K
CC
418
Copperleaf Capital
North Carolina
$677K
EB
419
Eastern Bank
Massachusetts
$672K
FFG
420
Fiduciary Financial Group
California
$671K
FA
421
FC Advisory
Pennsylvania
$671K
KWM
422
Kingsview Wealth Management
Oregon
$662K
HFO
423
Heritage Family Offices
Arizona
$657K
VW
424
Veridan Wealth
Oregon
$652K
BFG
425
Buttonwood Financial Group
Missouri
$652K