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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
HKIMG
526
Hutchens & Kramer Investment Management Group
Indiana
$397K
VWM
527
Venturi Wealth Management
Texas
$396K
FPCP
528
Fort Point Capital Partners
California
$394K
EFS
529
Essex Financial Services
Connecticut
$393K
APWA
530
Atlas Private Wealth Advisors
New Jersey
$390K
TW
531
TritonPoint Wealth
Maryland
$390K
BAM
532
Belpointe Asset Management
Nevada
$389K
Financial Engines Advisors
533
Financial Engines Advisors
California
$389K
VCM
534
Vivaldi Capital Management
Illinois
$385K
WPW
535
Waldron Private Wealth
Pennsylvania
$382K
MIA
536
Milestone Investment Advisors
Wisconsin
$380K
NWP
537
NerdWallet Wealth Partners
New York
$379K
CA
538
Clearstead Advisors
Ohio
$378K
CWM
539
Chesapeake Wealth Management
Virginia
$373K
LFG
540
Leverty Financial Group
Wisconsin
$372K
SB
541
Semitam Bonam
New York
$370K
SPIO
542
Seven Post Investment Office
California
$369K
KIM
543
Kestra Investment Management
Texas
$366K
FCH
544
Freestone Capital Holdings
Washington
$361K
FSA
545
Financial Services Advisory
Maryland
$356K
ATC
546
Argent Trust Co
Tennessee
$354K
CFS
547
CGC Financial Services
Oregon
$352K
WI
548
WrapManager Inc
California
$352K
AWS
549
Aspen Wealth Strategies
Colorado
$349K
PFA
550
Pettinga Financial Advisors
Indiana
$348K