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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
LW
476
Libra Wealth
California
$516K
CAAM
477
Cornerstone Advisors Asset Management
Pennsylvania
$516K +$1.26K +9 +0.3%
GC
478
Grimes & Company
Massachusetts
$515K -$2.94K -21 -0.6%
EPW
479
Endeavor Private Wealth
Kansas
$514K +$494K +3,529 New
5W
480
5T Wealth
California
$510K
BAAM
481
Baker Avenue Asset Management
California
$509K +$10.5K +75 +2%
LSA
482
Lion Street Advisors
Texas
$504K +$670K +4,785 New
SAW
483
Signal Advisors Wealth
Michigan
$502K -$65.3K -466 -12%
OPWM
484
Oregon Pacific Wealth Management
Oregon
$500K -$11.5K -82 -2%
LGWM
485
Litman Gregory Wealth Management
California
$499K
RWM
486
RKL Wealth Management
Pennsylvania
$498K -$44K -314 -8%
CG
487
Caprock Group
Idaho
$495K +$491K +3,507 New
US Bancorp
488
US Bancorp
Minnesota
$494K +$4.76K +34 +1%
NAS
489
NWF Advisory Services
California
$490K
AA
490
Armis Advisers
Georgia
$490K +$1.26K +9 +0.3%
DWM
491
Destination Wealth Management
California
$486K +$6.02K +43 +1%
CSP
492
Cary Street Partners
Virginia
$486K -$188K -1,342 -29%
EL
493
EQ LLC
Washington
$486K -$1.26K -9 -0.3%
TWM
494
Tanager Wealth Management
United Kingdom
$480K -$98.7K -705 -18%
FNB
495
Farmers National Bank
Kentucky
$480K -$20K -143 -4%
MCM
496
MontVue Capital Management
Virginia
$477K
CI
497
CX Institutional
Indiana
$476K +$1.12K +8 +0.2%
B
498
Bailard
California
$470K
BWA
499
BCU Wealth Advisors
Illinois
$469K +$840 +6 +0.2%
SYBT
500
Stock Yards Bank & Trust
Kentucky
$465K