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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
MWM
426
MBE Wealth Management
Wisconsin
$618K
DE
427
Diversified Enterprises
Delaware
$618K
RWP
428
RWA Wealth Partners
Massachusetts
$618K
FIA
429
Foundations Investment Advisors
Arizona
$607K
ACS
430
Archford Capital Strategies
Illinois
$601K
EWA
431
Emergent Wealth Advisors
New York
$595K
AA
432
Ancora Advisors
Ohio
$586K
MFP
433
Meridian Financial Partners
Virginia
$584K
RF
434
Rossby Financial
Florida
$583K
JIC
435
Johnson Investment Counsel
Ohio
$576K
OPCM
436
Osborne Partners Capital Management
California
$575K
SPWG
437
Syntegra Private Wealth Group
Missouri
$575K
QC
438
Quent Capital
New York
$573K
Amundi
439
Amundi
France
$571K
GWP
440
Gen-Wealth Partners
Michigan
$568K
LF
441
Lantz Financial
Illinois
$563K
GVAG
442
Great Valley Advisor Group
Delaware
$563K
PFS
443
Prospera Financial Services
Texas
$561K
CFIA
444
Cantor Fitzgerald Investment Advisors
New York
$561K
SF
445
Summit Financial
New Jersey
$560K
NBWM
446
North Berkeley Wealth Management
California
$560K
Brown Advisory
447
Brown Advisory
Maryland
$560K
ACI
448
Alpha Cubed Investments
California
$558K
SG
449
StoneX Group
New York
$556K
LFG
450
Larson Financial Group
Missouri
$555K