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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
AIA
26
Ally Invest Advisors
North Carolina
$48.6M +$208K +1,487 +0.4%
HighTower Advisors
27
HighTower Advisors
Illinois
$45.1M -$893K -6,375 -2%
Creative Planning
28
Creative Planning
Kansas
$43.7M -$1.01M -7,199 -2%
MMA
29
Miracle Mile Advisors
California
$43.1M +$5.18M +36,973 +14%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$42.5M -$3.53M -25,237 -8%
I
31
IMPACTfolio
Colorado
$42.4M +$1.84M +13,136 +5%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$41M +$8.52M +60,844 +28%
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$36.6M -$8.01M -57,174 -19%
AA
34
Alesco Advisors
New York
$36.5M -$3.73M -26,604 -10%
MWM
35
Mission Wealth Management
California
$33.5M +$53.9K +385 +0.2%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$33.3M -$37.1K -265 -0.1%
KeyBank National Association
37
KeyBank National Association
Ohio
$33.1M -$12.4M -88,271 -28%
PAS
38
Park Avenue Securities
New York
$32.5M +$7.96M +56,802 +34%
Osaic Holdings
39
Osaic Holdings
Arizona
$32.2M +$2.36M +16,839 +8%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$30.8M +$140K +1,001 +0.5%
BCM
41
Brookstone Capital Management
Illinois
$30M +$3.77M +26,917 +15%
Raymond James Financial
42
Raymond James Financial
Florida
$28.7M +$1.25M +8,895 +5%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$28.7M +$439K +3,138 +2%
ATPW
44
Ashton Thomas Private Wealth
Arizona
$27.3M +$2.19M +15,660 +9%
Bank of Nova Scotia
45
Bank of Nova Scotia
Ontario, Canada
$27.1M +$26M +185,900 New
MML Investors Services
46
MML Investors Services
Massachusetts
$26.6M +$376K +2,687 +1%
JIC
47
Joel Isaacson & Co
New York
$25.7M +$43.3K +309 +0.2%
AllianceBernstein
48
AllianceBernstein
Tennessee
$25.5M +$402K +2,869 +2%
CGL
49
Clarius Group LLC
Washington
$24.8M -$110K -786 -0.5%
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$24.1M +$17.4M +124,573 +304%