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iShares ESG Aware MSCI USA ETF

768 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 58 funds opening new positions, 283 increasing their positions, 272 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
768
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
VPP
601
Vertex Planning Partners
Illinois
$279K
AR
602
Apeiron RIA
Texas
$278K
BWM
603
BKM Wealth Management
Wisconsin
$277K
AA
604
ArborFi Advisors
Michigan
$274K
GCM
605
Gallacher Capital Management
Colorado
$272K
TIM
606
Tortoise Investment Management
New York
$271K
AFW
607
Avantra Family Wealth
Pennsylvania
$271K
BFWM
608
Bright Futures Wealth Management
New York
$270K
SCM
609
Seascape Capital Management
New Hampshire
$269K
KA
610
Klingman & Associates
New York
$266K
CF
611
Centaurus Financial
California
$263K
CFG
612
Cooper Financial Group
California
$261K
AWA
613
ARQ Wealth Advisors
Arizona
$259K
SFS
614
Security Financial Services
Indiana
$257K
LWM
615
Liberty Wealth Management
California
$255K
FFM
616
Forum Financial Management
Illinois
$255K
QCM
617
QRG Capital Management
Illinois
$255K
FDCP
618
Foster Dykema Cabot & Partners
Massachusetts
$253K
BFS
619
BridgePort Financial Solutions
Iowa
$253K
PWS
620
Proactive Wealth Strategies
Georgia
$253K
BBA
621
Braun-Bostich & Associates
Pennsylvania
$250K
SWM
622
Schwallier Wealth Management
Michigan
$250K
NWM
623
Northwest Wealth Management
Iowa
$249K
HTC
624
Haverford Trust Company
Pennsylvania
$249K
NRG
625
Nemes Rush Group
Michigan
$247K