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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
VCM
526
Vivaldi Capital Management
Illinois
$385K
WPW
527
Waldron Private Wealth
Pennsylvania
$382K
MIA
528
Milestone Investment Advisors
Wisconsin
$380K
NWP
529
NerdWallet Wealth Partners
New York
$379K
CA
530
Clearstead Advisors
Ohio
$378K
CWM
531
Chesapeake Wealth Management
Virginia
$373K
LFG
532
Leverty Financial Group
Wisconsin
$372K
SB
533
Semitam Bonam
New York
$370K
SPIO
534
Seven Post Investment Office
California
$369K
KIM
535
Kestra Investment Management
Texas
$366K
FCH
536
Freestone Capital Holdings
Washington
$361K
FSA
537
Financial Services Advisory
Maryland
$356K
ATC
538
Argent Trust Co
Tennessee
$354K
CFS
539
CGC Financial Services
Oregon
$352K
WI
540
WrapManager Inc
California
$352K
AWS
541
Aspen Wealth Strategies
Colorado
$349K
PFA
542
Pettinga Financial Advisors
Indiana
$348K
SPAS
543
Spectrum Planning & Advisory Services
California
$346K
PCS
544
Private Client Services
Kentucky
$346K
BTWM
545
Baker Tilly Wealth Management
Wisconsin
$343K
PF
546
Prosperitas Financial
California
$342K
PNC Financial Services Group
547
PNC Financial Services Group
Pennsylvania
$342K
SEIA
548
Signature Estate & Investment Advisors
California
$338K
QCM
549
Quantinno Capital Management
New York
$336K
WPP
550
Whalerock Point Partners
Rhode Island
$336K