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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
VWA
451
Visionary Wealth Advisors
Illinois
$551K
PFM
452
Peak Financial Management
Massachusetts
$547K
GSWM
453
Golden State Wealth Management
California
$545K
MFG
454
Magnus Financial Group
New York
$543K
GFWA
455
Grey Fox Wealth Advisors
Delaware
$542K
SAM
456
Sherman Asset Management
California
$540K
CAL
457
Capital Analysts LLC
Pennsylvania
$539K
EC
458
Estate Counselors
Wisconsin
$539K
CB
459
Commerce Bank
Missouri
$538K
TF
460
Trek Financial
Arizona
$536K
VBFP
461
Valtinson Bruner Financial Planning
Minnesota
$536K
CAAS
462
Capital Asset Advisory Services
Michigan
$534K
AF
463
Advisornet Financial
Minnesota
$532K
CIA
464
Capital Investment Advisors
Georgia
$532K
RFP
465
Root Financial Partners
California
$529K
BJL
466
Brighton Jones LLC
Washington
$523K
LW
467
Libra Wealth
California
$516K
CAAM
468
Cornerstone Advisors Asset Management
Pennsylvania
$516K
GC
469
Grimes & Company
Massachusetts
$515K
EPW
470
Endeavor Private Wealth
Kansas
$514K
5W
471
5T Wealth
California
$510K
BAAM
472
Baker Avenue Asset Management
California
$509K
LSA
473
Lion Street Advisors
Texas
$504K
SAW
474
Signal Advisors Wealth
Michigan
$502K
OPWM
475
Oregon Pacific Wealth Management
Oregon
$500K