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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
VW
426
Veridan Wealth
Oregon
$652K +$628K +4,481 New
BFG
427
Buttonwood Financial Group
Missouri
$652K +$186K +1,325 +42%
IAA
428
Independent Advisor Alliance
North Carolina
$647K +$244K +1,742 +64%
SFG
429
Sovereign Financial Group
Connecticut
$632K +$45.7K +326 +8%
W
430
WealthCollab
Washington
$628K
MT
431
Midwest Trust
Kansas
$625K
S
432
SignatureFD
Georgia
$625K +$2.66K +19 +0.4%
CWM
433
Certus Wealth Management
California
$619K -$26.8K -191 -4%
WWM
434
Western Wealth Management
Colorado
$618K -$142K -1,012 -19%
MWM
435
MBE Wealth Management
Wisconsin
$618K -$10.4K -74 -2%
DE
436
Diversified Enterprises
Delaware
$618K -$7.14K -51 -1%
RWP
437
RWA Wealth Partners
Massachusetts
$618K +$58.1K +415 +11%
FIA
438
Foundations Investment Advisors
Arizona
$607K -$3.5K -25 -0.6%
ACS
439
Archford Capital Strategies
Illinois
$601K
EWA
440
Emergent Wealth Advisors
New York
$595K -$10.6K -76 -2%
AA
441
Ancora Advisors
Ohio
$586K -$31.5K -225 -5%
MFP
442
Meridian Financial Partners
Virginia
$584K -$52.8K -377 -9%
RF
443
Rossby Financial
Florida
$583K +$14.1K +101 +3%
JIC
444
Johnson Investment Counsel
Ohio
$576K
OPCM
445
Osborne Partners Capital Management
California
$575K
SPWG
446
Syntegra Private Wealth Group
Missouri
$575K +$35.7K +255 +7%
QC
447
Quent Capital
New York
$573K -$11.9K -85 -2%
Amundi
448
Amundi
France
$571K -$400K -2,855 -42%
GWP
449
Gen-Wealth Partners
Michigan
$568K +$149K +1,063 +37%
LF
450
Lantz Financial
Illinois
$563K +$8.4K +60 +2%