We are live on ! Find out more
ESGU icon

iShares ESG Aware MSCI USA ETF

775 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, 286 increasing their positions, 273 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 37

11% more capital invested

Capital invested by funds: $10.6B → $11.8B (+$1.14B)

1.98% more ownership

Funds ownership: 76.93%78.9% (+2%)

5% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 273

1% more funds holding

Funds holding: 771775 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

Holders
775
Holders Change
+4
Holders Change %
+0.52%
% of All Funds
10.17%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
58
Increased
286
Reduced
273
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
576
Burling Wealth Partners
Illinois
$320K +$308K +2,200 New
LFA
577
Level Financial Advisors
New York
$319K -$314K -2,242 -51%
NW
578
NewEdge Wealth
Pennsylvania
$312K +$67.9K +485 +30%
GWP
579
Gateway Wealth Partners
Wisconsin
$312K +$89.6K +640 +43%
TCWM
580
Total Clarity Wealth Management
Illinois
$311K
Squarepoint
581
Squarepoint
New York
$309K +$297K +2,124 New
GWM
582
Geneos Wealth Management
Colorado
$309K -$13.7K -98 -4%
MWP
583
Moller Wealth Partners
$306K
MA
584
MONECO Advisors
Connecticut
$305K -$42.9K -306 -13%
NCM
585
Novare Capital Management
North Carolina
$305K
HH
586
Hilltop Holdings
Texas
$305K +$58.7K +419 +25%
DW30
587
Drucker Wealth 3.0
New Jersey
$303K +$31.7K +226 +12%
AWA
588
Amplius Wealth Advisors
Pennsylvania
$303K +$2.8K +20 +1%
WFAG
589
Worth Financial Advisory Group
North Carolina
$303K
SWM
590
SeaCrest Wealth Management
New York
$302K -$560 -4 -0.2%
FFA
591
Founders Financial Alliance
North Carolina
$301K
AWM
592
Atticus Wealth Management
Florida
$292K -$48.3K -345 -15%
SFG
593
Sage Financial Group
Pennsylvania
$291K -$31.5K -225 -10%
QWM
594
Quadcap Wealth Management
Texas
$290K -$2.66K -19 -0.9%
HWM
595
Horizons Wealth Management
North Carolina
$290K -$9.8K -70 -3%
CFO
596
Callan Family Office
Pennsylvania
$290K +$24.5K +175 +10%
PA
597
Pinnacle Associates
New York
$289K
NA
598
Note Advisors
New York
$287K
SWA
599
Sax Wealth Advisors
New Jersey
$287K +$5.74K +41 +2%
BSSFA
600
Baron Silver Stevens Financial Advisors
Florida
$284K +$38.5K +275 +16%