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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
SPAS
551
Spectrum Planning & Advisory Services
California
$346K
PCS
552
Private Client Services
Kentucky
$346K
BTWM
553
Baker Tilly Wealth Management
Wisconsin
$343K
PF
554
Prosperitas Financial
California
$342K
PNC Financial Services Group
555
PNC Financial Services Group
Pennsylvania
$342K
SEIA
556
Signature Estate & Investment Advisors
California
$338K
QCM
557
Quantinno Capital Management
New York
$336K
WPP
558
Whalerock Point Partners
Rhode Island
$336K
OPWM
559
Oxinas Partners Wealth Management
Indiana
$335K
RIM
560
Redwood Investment Management
Arizona
$335K
MWA
561
Merkkuri Wealth Advisors
New York
$335K
TFM
562
Trademark Financial Management
Minnesota
$333K
SIS
563
Sound Income Strategies
Florida
$333K
WT
564
Whittier Trust
California
$332K
NFC
565
Northstar Financial Companies
Pennsylvania
$332K
SVWAG
566
Sound View Wealth Advisors Group
Georgia
$331K
APP
567
Avantax Planning Partners
Iowa
$329K
BA
568
Bellwether Advisors
Nebraska
$327K
SAG
569
SageView Advisory Group
California
$327K
VWWMG
570
Vermillion & White Wealth Management Group
Pennsylvania
$322K
CAS
571
Coppell Advisory Solutions
Texas
$321K
BWP
572
Burling Wealth Partners
Illinois
$320K
LFA
573
Level Financial Advisors
New York
$319K
NW
574
NewEdge Wealth
Pennsylvania
$312K
GWP
575
Gateway Wealth Partners
Wisconsin
$312K