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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
NSAM
601
North Star Asset Management
Wisconsin
$282K -$4.34K -31 -2%
Invesco
602
Invesco
Georgia
$281K +$270K +1,928 New
ODIJL
603
One Day In July LLC
Vermont
$280K
EI
604
Ethic Inc
New York
$280K
VPP
605
Vertex Planning Partners
Illinois
$279K -$280 -2 -0.1%
AR
606
Apeiron RIA
Texas
$278K +$269K +1,919 New
BWM
607
BKM Wealth Management
Wisconsin
$277K
AA
608
ArborFi Advisors
Michigan
$274K +$1.96K +14 +0.8%
GCM
609
Gallacher Capital Management
Colorado
$272K
TIM
610
Tortoise Investment Management
New York
$271K
AFW
611
Avantra Family Wealth
Pennsylvania
$271K +$10.9K +78 +4%
BFWM
612
Bright Futures Wealth Management
New York
$270K +$260K +1,856 New
SCM
613
Seascape Capital Management
New Hampshire
$269K +$259K +1,848 New
KA
614
Klingman & Associates
New York
$266K
CF
615
Centaurus Financial
California
$263K -$1.68K -12 -0.7%
CFG
616
Cooper Financial Group
California
$261K -$2.94K -21 -1%
AWA
617
ARQ Wealth Advisors
Arizona
$259K -$700 -5 -0.3%
SFS
618
Security Financial Services
Indiana
$257K
LWM
619
Liberty Wealth Management
California
$255K -$12.9K -92 -5%
FFM
620
Forum Financial Management
Illinois
$255K +$245K +1,752 New
QCM
621
QRG Capital Management
Illinois
$255K -$103K -733 -30%
FDCP
622
Foster Dykema Cabot & Partners
Massachusetts
$253K
BFS
623
BridgePort Financial Solutions
Iowa
$253K +$23K +164 +10%
PWS
624
Proactive Wealth Strategies
Georgia
$253K +$243K +1,735 New
BBA
625
Braun-Bostich & Associates
Pennsylvania
$250K +$241K +1,718 New