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iShares ESG Aware MSCI USA ETF

771 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, 285 increasing their positions, 273 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
771
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 +$151M
2 +$62.3M
3 +$59M
4
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$57M
5
Citigroup
Citigroup
New York
+$36.9M

Top Sellers

1 -$50.6M
2 -$47M
3 -$24.3M
4
JP Morgan Chase
JP Morgan Chase
New York
-$21.4M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$15.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
551
Pettinga Financial Advisors
Indiana
$348K
SPAS
552
Spectrum Planning & Advisory Services
California
$346K
PCS
553
Private Client Services
Kentucky
$346K
BTWM
554
Baker Tilly Wealth Management
Wisconsin
$343K
PF
555
Prosperitas Financial
California
$342K
PNC Financial Services Group
556
PNC Financial Services Group
Pennsylvania
$342K
NL
557
NWAM LLC
Washington
$339K
SEIA
558
Signature Estate & Investment Advisors
California
$338K
QCM
559
Quantinno Capital Management
New York
$336K
WPP
560
Whalerock Point Partners
Rhode Island
$336K
OPWM
561
Oxinas Partners Wealth Management
Indiana
$335K
RIM
562
Redwood Investment Management
Arizona
$335K
MWA
563
Merkkuri Wealth Advisors
New York
$335K
TFM
564
Trademark Financial Management
Minnesota
$333K
SIS
565
Sound Income Strategies
Florida
$333K
WT
566
Whittier Trust
California
$332K
NFC
567
Northstar Financial Companies
Pennsylvania
$332K
SVWAG
568
Sound View Wealth Advisors Group
Georgia
$331K
APP
569
Avantax Planning Partners
Iowa
$329K
BA
570
Bellwether Advisors
Nebraska
$327K
SAG
571
SageView Advisory Group
California
$327K
VWWMG
572
Vermillion & White Wealth Management Group
Pennsylvania
$322K
CAS
573
Coppell Advisory Solutions
Texas
$321K
BWP
574
Burling Wealth Partners
Illinois
$320K
LFA
575
Level Financial Advisors
New York
$319K