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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
GVAG
451
Great Valley Advisor Group
Delaware
$563K -$2.1K -15 -0.4%
PFS
452
Prospera Financial Services
Texas
$561K +$112K +798 +26%
CFIA
453
Cantor Fitzgerald Investment Advisors
New York
$561K -$34K -243 -6%
SF
454
Summit Financial
New Jersey
$560K +$539K +3,848 New
NBWM
455
North Berkeley Wealth Management
California
$560K
Brown Advisory
456
Brown Advisory
Maryland
$560K
ACI
457
Alpha Cubed Investments
California
$558K +$700 +5 +0.1%
SG
458
StoneX Group
New York
$556K -$649K -4,636 -55%
LFG
459
Larson Financial Group
Missouri
$555K +$356K +2,539 +200%
VWA
460
Visionary Wealth Advisors
Illinois
$551K -$20.2K -144 -4%
PFM
461
Peak Financial Management
Massachusetts
$547K
GSWM
462
Golden State Wealth Management
California
$545K +$6.44K +46 +1%
MFG
463
Magnus Financial Group
New York
$543K -$154K -1,102 -23%
GFWA
464
Grey Fox Wealth Advisors
Delaware
$542K +$23.7K +169 +5%
SAM
465
Sherman Asset Management
California
$540K +$24.5K +175 +5%
CAL
466
Capital Analysts LLC
Pennsylvania
$539K +$199K +1,422 +62%
EC
467
Estate Counselors
Wisconsin
$539K
CB
468
Commerce Bank
Missouri
$538K -$37.3K -266 -7%
TF
469
Trek Financial
Arizona
$536K +$168K +1,198 +48%
VBFP
470
Valtinson Bruner Financial Planning
Minnesota
$536K +$89.1K +636 +21%
CAAS
471
Capital Asset Advisory Services
Michigan
$534K +$155K +1,106 +43%
AF
472
Advisornet Financial
Minnesota
$532K +$22.7K +162 +5%
CIA
473
Capital Investment Advisors
Georgia
$532K +$140 +1 +0%
RFP
474
Root Financial Partners
California
$529K +$7.28K +52 +1%
BJL
475
Brighton Jones LLC
Washington
$523K -$55K -393 -10%