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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
MMHP
501
Murphy Middleton Hinkle & Parker
Georgia
$464K
ST
502
Smithfield Trust
Pennsylvania
$459K
PS
503
Principal Securities
Iowa
$451K +$23.8K +170 +6%
CIBC Private Wealth Group
504
CIBC Private Wealth Group
Georgia
$450K
OC
505
Oppenheimer & Co
New York
$449K +$420 +3 +0.1%
MG
506
Mather Group
Illinois
$447K +$17.9K +128 +4%
LLWM
507
Life Line Wealth Management
California
$447K -$17.2K -123 -4%
PC
508
Payne Capital
Oregon
$444K +$427K +3,052 New
ECM
509
Evergreen Capital Management
Washington
$443K -$2.8K -20 -0.7%
LFA
510
Legacy Financial Advisors
Kentucky
$438K -$34.7K -248 -8%
FMN
511
Financial Management Network
California
$438K +$980 +7 +0.2%
SDJVC
512
St. Denis J. Villere & Co
Louisiana
$437K
PWS
513
Precision Wealth Strategies
Missouri
$437K +$7K +50 +2%
WA
514
Wealthstream Advisors
New York
$429K
SF
515
Synovus Financial
Georgia
$428K +$140 +1 +0%
PP
516
PDS Planning
Ohio
$426K -$140 -1 -0%
DSN
517
D. Scott Neal
Kentucky
$421K -$17.9K -128 -4%
CFG
518
Citizens Financial Group
Rhode Island
$419K -$12.2K -87 -3%
BWMG
519
Barnes Wealth Management Group
California
$419K
FF
520
Finley Financial
Nevada
$416K
CAG
521
Csenge Advisory Group
Florida
$414K +$47.3K +338 +13%
AFG
522
ABLE Financial Group
Arizona
$413K
WHCI
523
W.H. Cornerstone Investments
Massachusetts
$410K +$1.12K +8 +0.3%
CWM
524
Cornerstone Wealth Management
Missouri
$405K
Barclays
525
Barclays
United Kingdom
$402K +$386K +2,754 +34,425%