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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
AWA
576
Amplius Wealth Advisors
Pennsylvania
$303K
WFAG
577
Worth Financial Advisory Group
North Carolina
$303K
SWM
578
SeaCrest Wealth Management
New York
$302K
FFA
579
Founders Financial Alliance
North Carolina
$301K
AWM
580
Atticus Wealth Management
Florida
$292K
SFG
581
Sage Financial Group
Pennsylvania
$291K
QWM
582
Quadcap Wealth Management
Texas
$290K
HWM
583
Horizons Wealth Management
North Carolina
$290K
CFO
584
Callan Family Office
Pennsylvania
$290K
PA
585
Pinnacle Associates
New York
$289K
NA
586
Note Advisors
New York
$287K
SWA
587
Sax Wealth Advisors
New Jersey
$287K
BSSFA
588
Baron Silver Stevens Financial Advisors
Florida
$284K
NSAM
589
North Star Asset Management
Wisconsin
$282K
Invesco
590
Invesco
Georgia
$281K
ODIJL
591
One Day In July LLC
Vermont
$280K
EI
592
Ethic Inc
New York
$280K
VPP
593
Vertex Planning Partners
Illinois
$279K
AR
594
Apeiron RIA
Texas
$278K
BWM
595
BKM Wealth Management
Wisconsin
$277K
AA
596
ArborFi Advisors
Michigan
$274K
GCM
597
Gallacher Capital Management
Colorado
$272K
TIM
598
Tortoise Investment Management
New York
$271K
AFW
599
Avantra Family Wealth
Pennsylvania
$271K
BFWM
600
Bright Futures Wealth Management
New York
$270K