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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
PVI
551
Pine Valley Investments
New Jersey
$350K -$3.5K -25 -1%
AWS
552
Aspen Wealth Strategies
Colorado
$349K
PFA
553
Pettinga Financial Advisors
Indiana
$348K
SPAS
554
Spectrum Planning & Advisory Services
California
$346K +$980 +7 +0.3%
PCS
555
Private Client Services
Kentucky
$346K -$9.38K -67 -3%
BTWM
556
Baker Tilly Wealth Management
Wisconsin
$343K
PF
557
Prosperitas Financial
California
$342K +$21.4K +153 +7%
PNC Financial Services Group
558
PNC Financial Services Group
Pennsylvania
$342K +$28K +200 +9%
NL
559
NWAM LLC
Washington
$339K -$420 -3 -0.1%
SEIA
560
Signature Estate & Investment Advisors
California
$338K +$840 +6 +0.3%
QCM
561
Quantinno Capital Management
New York
$336K
WPP
562
Whalerock Point Partners
Rhode Island
$336K
OPWM
563
Oxinas Partners Wealth Management
Indiana
$335K -$71K -507 -18%
RIM
564
Redwood Investment Management
Arizona
$335K +$10.2K +73 +3%
MWA
565
Merkkuri Wealth Advisors
New York
$335K -$6.86K -49 -2%
TFM
566
Trademark Financial Management
Minnesota
$333K
SIS
567
Sound Income Strategies
Florida
$333K -$39.9K -285 -11%
WT
568
Whittier Trust
California
$332K
NFC
569
Northstar Financial Companies
Pennsylvania
$332K
SVWAG
570
Sound View Wealth Advisors Group
Georgia
$331K -$55.5K -396 -15%
APP
571
Avantax Planning Partners
Iowa
$329K -$34K -243 -10%
BA
572
Bellwether Advisors
Nebraska
$327K +$3.36K +24 +1%
SAG
573
SageView Advisory Group
California
$327K -$8.26K -59 -3%
VWWMG
574
Vermillion & White Wealth Management Group
Pennsylvania
$322K
CAS
575
Coppell Advisory Solutions
Texas
$321K +$11.3K +81 +4%