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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
IAA
426
Independent Advisor Alliance
North Carolina
$647K
SFG
427
Sovereign Financial Group
Connecticut
$632K
W
428
WealthCollab
Washington
$628K
MT
429
Midwest Trust
Kansas
$625K
S
430
SignatureFD
Georgia
$625K
CWM
431
Certus Wealth Management
California
$619K
WWM
432
Western Wealth Management
Colorado
$618K
MWM
433
MBE Wealth Management
Wisconsin
$618K
DE
434
Diversified Enterprises
Delaware
$618K
RWP
435
RWA Wealth Partners
Massachusetts
$618K
FIA
436
Foundations Investment Advisors
Arizona
$607K
ACS
437
Archford Capital Strategies
Illinois
$601K
EWA
438
Emergent Wealth Advisors
New York
$595K
AA
439
Ancora Advisors
Ohio
$586K
MFP
440
Meridian Financial Partners
Virginia
$584K
RF
441
Rossby Financial
Florida
$583K
JIC
442
Johnson Investment Counsel
Ohio
$576K
OPCM
443
Osborne Partners Capital Management
California
$575K
SPWG
444
Syntegra Private Wealth Group
Missouri
$575K
QC
445
Quent Capital
New York
$573K
Amundi
446
Amundi
France
$571K
GWP
447
Gen-Wealth Partners
Michigan
$568K
LF
448
Lantz Financial
Illinois
$563K
GVAG
449
Great Valley Advisor Group
Delaware
$563K
PFS
450
Prospera Financial Services
Texas
$561K