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iShares ESG Aware MSCI USA ETF

768 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 58 funds opening new positions, 283 increasing their positions, 272 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
768
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
GC
476
Grimes & Company
Massachusetts
$515K
EPW
477
Endeavor Private Wealth
Kansas
$514K
5W
478
5T Wealth
California
$510K
BAAM
479
Baker Avenue Asset Management
California
$509K
LSA
480
Lion Street Advisors
Texas
$504K
SAW
481
Signal Advisors Wealth
Michigan
$502K
OPWM
482
Oregon Pacific Wealth Management
Oregon
$500K
LGWM
483
Litman Gregory Wealth Management
California
$499K
RWM
484
RKL Wealth Management
Pennsylvania
$498K
CG
485
Caprock Group
Idaho
$495K
US Bancorp
486
US Bancorp
Minnesota
$494K
NAS
487
NWF Advisory Services
California
$490K
AA
488
Armis Advisers
Georgia
$490K
DWM
489
Destination Wealth Management
California
$486K
CSP
490
Cary Street Partners
Virginia
$486K
EL
491
EQ LLC
Washington
$486K
TWM
492
Tanager Wealth Management
United Kingdom
$480K
FNB
493
Farmers National Bank
Kentucky
$480K
MCM
494
MontVue Capital Management
Virginia
$477K
CI
495
CX Institutional
Indiana
$476K
B
496
Bailard
California
$470K
BWA
497
BCU Wealth Advisors
Illinois
$469K
SYBT
498
Stock Yards Bank & Trust
Kentucky
$465K
MMHP
499
Murphy Middleton Hinkle & Parker
Georgia
$464K
ST
500
Smithfield Trust
Pennsylvania
$459K