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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
LGWM
476
Litman Gregory Wealth Management
California
$499K
RWM
477
RKL Wealth Management
Pennsylvania
$498K
CG
478
Caprock Group
Idaho
$495K
US Bancorp
479
US Bancorp
Minnesota
$494K
NAS
480
NWF Advisory Services
California
$490K
AA
481
Armis Advisers
Georgia
$490K
DWM
482
Destination Wealth Management
California
$486K
CSP
483
Cary Street Partners
Virginia
$486K
EL
484
EQ LLC
Washington
$486K
TWM
485
Tanager Wealth Management
United Kingdom
$480K
MCM
486
MontVue Capital Management
Virginia
$477K
CI
487
CX Institutional
Indiana
$476K
B
488
Bailard
California
$470K
BWA
489
BCU Wealth Advisors
Illinois
$469K
SYBT
490
Stock Yards Bank & Trust
Kentucky
$465K
MMHP
491
Murphy Middleton Hinkle & Parker
Georgia
$464K
ST
492
Smithfield Trust
Pennsylvania
$459K
PS
493
Principal Securities
Iowa
$451K
CIBC Private Wealth Group
494
CIBC Private Wealth Group
Georgia
$450K
OC
495
Oppenheimer & Co
New York
$449K
MG
496
Mather Group
Illinois
$447K
LLWM
497
Life Line Wealth Management
California
$447K
PC
498
Payne Capital
Oregon
$444K
ECM
499
Evergreen Capital Management
Washington
$443K
LFA
500
Legacy Financial Advisors
Kentucky
$438K