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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
NW
576
NewEdge Wealth
Pennsylvania
$312K
GWP
577
Gateway Wealth Partners
Wisconsin
$312K
TCWM
578
Total Clarity Wealth Management
Illinois
$311K
Squarepoint
579
Squarepoint
New York
$309K
GWM
580
Geneos Wealth Management
Colorado
$309K
MWP
581
Moller Wealth Partners
$306K
MA
582
MONECO Advisors
Connecticut
$305K
NCM
583
Novare Capital Management
North Carolina
$305K
HH
584
Hilltop Holdings
Texas
$305K
DW30
585
Drucker Wealth 3.0
New Jersey
$303K
AWA
586
Amplius Wealth Advisors
Pennsylvania
$303K
WFAG
587
Worth Financial Advisory Group
North Carolina
$303K
SWM
588
SeaCrest Wealth Management
New York
$302K
FFA
589
Founders Financial Alliance
North Carolina
$301K
AWM
590
Atticus Wealth Management
Florida
$292K
SFG
591
Sage Financial Group
Pennsylvania
$291K
QWM
592
Quadcap Wealth Management
Texas
$290K
HWM
593
Horizons Wealth Management
North Carolina
$290K
CFO
594
Callan Family Office
Pennsylvania
$290K
PA
595
Pinnacle Associates
New York
$289K
NA
596
Note Advisors
New York
$287K
SWA
597
Sax Wealth Advisors
New Jersey
$287K
BSSFA
598
Baron Silver Stevens Financial Advisors
Florida
$284K
NSAM
599
North Star Asset Management
Wisconsin
$282K
Invesco
600
Invesco
Georgia
$281K