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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
SPP
526
Single Point Partners
Massachusetts
$402K +$10.8K +77 +3%
WB
527
WesBanco Bank
West Virginia
$398K
HKIMG
528
Hutchens & Kramer Investment Management Group
Indiana
$397K +$10.1K +72 +3%
VWM
529
Venturi Wealth Management
Texas
$396K -$7K -50 -2%
FPCP
530
Fort Point Capital Partners
California
$394K
EFS
531
Essex Financial Services
Connecticut
$393K +$13.2K +94 +4%
APWA
532
Atlas Private Wealth Advisors
New Jersey
$390K -$374K -2,669 -50%
TW
533
TritonPoint Wealth
Maryland
$390K
BAM
534
Belpointe Asset Management
Nevada
$389K -$247K -1,762 -40%
Financial Engines Advisors
535
Financial Engines Advisors
California
$389K -$4.06K -29 -1%
VCM
536
Vivaldi Capital Management
Illinois
$385K
WPW
537
Waldron Private Wealth
Pennsylvania
$382K
MIA
538
Milestone Investment Advisors
Wisconsin
$380K +$140 +1 +0%
NWP
539
NerdWallet Wealth Partners
New York
$379K +$365K +2,603 New
CA
540
Clearstead Advisors
Ohio
$378K -$11.6K -83 -3%
CWM
541
Chesapeake Wealth Management
Virginia
$373K +$91K +650 +34%
LFG
542
Leverty Financial Group
Wisconsin
$372K
SB
543
Semitam Bonam
New York
$370K -$11.3K -81 -3%
SPIO
544
Seven Post Investment Office
California
$369K
KIM
545
Kestra Investment Management
Texas
$366K +$352K +2,513 New
FCH
546
Freestone Capital Holdings
Washington
$361K -$77.7K -555 -18%
FSA
547
Financial Services Advisory
Maryland
$356K -$6.72K -48 -2%
ATC
548
Argent Trust Co
Tennessee
$354K -$61.6K -440 -15%
CFS
549
CGC Financial Services
Oregon
$352K -$31.2K -223 -8%
WI
550
WrapManager Inc
California
$352K +$94.7K +676 +39%