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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
FMN
501
Financial Management Network
California
$438K
SDJVC
502
St. Denis J. Villere & Co
Louisiana
$437K
PWS
503
Precision Wealth Strategies
Missouri
$437K
WA
504
Wealthstream Advisors
New York
$429K
SF
505
Synovus Financial
Georgia
$428K
PP
506
PDS Planning
Ohio
$426K
DSN
507
D. Scott Neal
Kentucky
$421K
CFG
508
Citizens Financial Group
Rhode Island
$419K
BWMG
509
Barnes Wealth Management Group
California
$419K
FF
510
Finley Financial
Nevada
$416K
CAG
511
Csenge Advisory Group
Florida
$414K
AFG
512
ABLE Financial Group
Arizona
$413K
WHCI
513
W.H. Cornerstone Investments
Massachusetts
$410K
CWM
514
Cornerstone Wealth Management
Missouri
$405K
Barclays
515
Barclays
United Kingdom
$402K
SPP
516
Single Point Partners
Massachusetts
$402K
WB
517
WesBanco Bank
West Virginia
$398K
HKIMG
518
Hutchens & Kramer Investment Management Group
Indiana
$397K
VWM
519
Venturi Wealth Management
Texas
$396K
FPCP
520
Fort Point Capital Partners
California
$394K
EFS
521
Essex Financial Services
Connecticut
$393K
APWA
522
Atlas Private Wealth Advisors
New Jersey
$390K
TW
523
TritonPoint Wealth
Maryland
$390K
BAM
524
Belpointe Asset Management
Nevada
$389K
Financial Engines Advisors
525
Financial Engines Advisors
California
$389K