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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
SCM
601
Seascape Capital Management
New Hampshire
$269K
KA
602
Klingman & Associates
New York
$266K
CF
603
Centaurus Financial
California
$263K
CFG
604
Cooper Financial Group
California
$261K
AWA
605
ARQ Wealth Advisors
Arizona
$259K
SFS
606
Security Financial Services
Indiana
$257K
LWM
607
Liberty Wealth Management
California
$255K
FFM
608
Forum Financial Management
Illinois
$255K
QCM
609
QRG Capital Management
Illinois
$255K
FDCP
610
Foster Dykema Cabot & Partners
Massachusetts
$253K
BFS
611
BridgePort Financial Solutions
Iowa
$253K
PWS
612
Proactive Wealth Strategies
Georgia
$253K
BBA
613
Braun-Bostich & Associates
Pennsylvania
$250K
SWM
614
Schwallier Wealth Management
Michigan
$250K
NWM
615
Northwest Wealth Management
Iowa
$249K
HTC
616
Haverford Trust Company
Pennsylvania
$249K
NRG
617
Nemes Rush Group
Michigan
$247K
MAG
618
M3 Advisory Group
Massachusetts
$247K
CW
619
Channel Wealth
California
$245K
PAWA
620
Palo Alto Wealth Advisors
California
$242K
SMF
621
Sterling Manor Financial
New York
$241K
PIMG
622
Patriot Investment Management Group
Tennessee
$240K
CIC
623
Carnegie Investment Counsel
Ohio
$240K
PCG
624
Prosperity Consulting Group
Maryland
$239K
TCM
625
TD Capital Management
Tennessee
$234K