ESGU icon

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
ODIJL
601
One Day In July LLC
Vermont
$280K
EI
602
Ethic Inc
New York
$280K
VPP
603
Vertex Planning Partners
Illinois
$279K
AR
604
Apeiron RIA
Texas
$278K
BWM
605
BKM Wealth Management
Wisconsin
$277K
AA
606
ArborFi Advisors
Michigan
$274K
GCM
607
Gallacher Capital Management
Colorado
$272K
TIM
608
Tortoise Investment Management
New York
$271K
AFW
609
Avantra Family Wealth
Pennsylvania
$271K
BFWM
610
Bright Futures Wealth Management
New York
$270K
SCM
611
Seascape Capital Management
New Hampshire
$269K
KA
612
Klingman & Associates
New York
$266K
CF
613
Centaurus Financial
California
$263K
CFG
614
Cooper Financial Group
California
$261K
AWA
615
ARQ Wealth Advisors
Arizona
$259K
SFS
616
Security Financial Services
Indiana
$257K
LWM
617
Liberty Wealth Management
California
$255K
FFM
618
Forum Financial Management
Illinois
$255K
QCM
619
QRG Capital Management
Illinois
$255K
FDCP
620
Foster Dykema Cabot & Partners
Massachusetts
$253K
BFS
621
BridgePort Financial Solutions
Iowa
$253K
PWS
622
Proactive Wealth Strategies
Georgia
$253K
BBA
623
Braun-Bostich & Associates
Pennsylvania
$250K
SWM
624
Schwallier Wealth Management
Michigan
$250K
NWM
625
Northwest Wealth Management
Iowa
$249K