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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
OPWM
551
Oxinas Partners Wealth Management
Indiana
$335K
RIM
552
Redwood Investment Management
Arizona
$335K
MWA
553
Merkkuri Wealth Advisors
New York
$335K
TFM
554
Trademark Financial Management
Minnesota
$333K
SIS
555
Sound Income Strategies
Florida
$333K
WT
556
Whittier Trust
California
$332K
NFC
557
Northstar Financial Companies
Pennsylvania
$332K
SVWAG
558
Sound View Wealth Advisors Group
Georgia
$331K
APP
559
Avantax Planning Partners
Iowa
$329K
BA
560
Bellwether Advisors
Nebraska
$327K
SAG
561
SageView Advisory Group
California
$327K
VWWMG
562
Vermillion & White Wealth Management Group
Pennsylvania
$322K
CAS
563
Coppell Advisory Solutions
Texas
$321K
BWP
564
Burling Wealth Partners
Illinois
$320K
LFA
565
Level Financial Advisors
New York
$319K
NW
566
NewEdge Wealth
Pennsylvania
$312K
GWP
567
Gateway Wealth Partners
Wisconsin
$312K
TCWM
568
Total Clarity Wealth Management
Illinois
$311K
Squarepoint
569
Squarepoint
New York
$309K
GWM
570
Geneos Wealth Management
Colorado
$309K
MWP
571
Moller Wealth Partners
$306K
MA
572
MONECO Advisors
Connecticut
$305K
NCM
573
Novare Capital Management
North Carolina
$305K
HH
574
Hilltop Holdings
Texas
$305K
DW30
575
Drucker Wealth 3.0
New Jersey
$303K