ESGU icon

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
PS
501
Principal Securities
Iowa
$451K
CIBC Private Wealth Group
502
CIBC Private Wealth Group
Georgia
$450K
OC
503
Oppenheimer & Co
New York
$449K
MG
504
Mather Group
Illinois
$447K
LLWM
505
Life Line Wealth Management
California
$447K
PC
506
Payne Capital
Oregon
$444K
ECM
507
Evergreen Capital Management
Washington
$443K
LFA
508
Legacy Financial Advisors
Kentucky
$438K
FMN
509
Financial Management Network
California
$438K
SDJVC
510
St. Denis J. Villere & Co
Louisiana
$437K
PWS
511
Precision Wealth Strategies
Missouri
$437K
WA
512
Wealthstream Advisors
New York
$429K
SF
513
Synovus Financial
Georgia
$428K
PP
514
PDS Planning
Ohio
$426K
DSN
515
D. Scott Neal
Kentucky
$421K
CFG
516
Citizens Financial Group
Rhode Island
$419K
BWMG
517
Barnes Wealth Management Group
California
$419K
FF
518
Finley Financial
Nevada
$416K
CAG
519
Csenge Advisory Group
Florida
$414K
AFG
520
ABLE Financial Group
Arizona
$413K
WHCI
521
W.H. Cornerstone Investments
Massachusetts
$410K
CWM
522
Cornerstone Wealth Management
Missouri
$405K
Barclays
523
Barclays
United Kingdom
$402K
SPP
524
Single Point Partners
Massachusetts
$402K
WB
525
WesBanco Bank
West Virginia
$398K