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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
SWM
626
Schwallier Wealth Management
Michigan
$250K +$700 +5 +0.3%
NWM
627
Northwest Wealth Management
Iowa
$249K
HTC
628
Haverford Trust Company
Pennsylvania
$249K -$20.3K -145 -8%
NRG
629
Nemes Rush Group
Michigan
$247K -$1.12K -8 -0.5%
SA
630
Scarborough Advisors
Maryland
$247K +$7K +50 +3%
MAG
631
M3 Advisory Group
Massachusetts
$247K
CW
632
Channel Wealth
California
$245K
PAWA
633
Palo Alto Wealth Advisors
California
$242K +$560 +4 +0.2%
SMF
634
Sterling Manor Financial
New York
$241K +$232K +1,658 New
PIMG
635
Patriot Investment Management Group
Tennessee
$240K +$1.68K +12 +0.7%
CIC
636
Carnegie Investment Counsel
Ohio
$240K -$700 -5 -0.3%
PCG
637
Prosperity Consulting Group
Maryland
$239K +$230K +1,640 New
TCM
638
TD Capital Management
Tennessee
$234K +$560 +4 +0.3%
NFG
639
Nations Financial Group
Iowa
$233K +$225K +1,603 New
CC
640
Courier Capital
New York
$233K +$224K +1,598 New
CCIA
641
Cherry Creek Investment Advisors
Colorado
$231K
SHFA
642
SC&H Financial Advisors
Maryland
$230K +$560 +4 +0.3%
GLLW
643
Graves Light Lenhart Wealth
Virginia
$230K -$151K -1,076 -41%
GAA
644
Global Assets Advisory
Florida
$229K -$46.2K -330 -17%
PWMAG
645
Pinnacle Wealth Management Advisory Group
New Jersey
$228K
M
646
MOTCO
Texas
$227K +$23.5K +168 +12%
SPC
647
Sigma Planning Corp
Michigan
$227K +$218K +1,560 New
SIM
648
Stratos Investment Management
Ohio
$227K +$140 +1 +0.1%
GWANC
649
Guardian Wealth Advisors (North Carolina)
North Carolina
$225K +$14.6K +104 +7%
CFS
650
Commonwealth Financial Services
West Virginia
$224K