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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
HTC
626
Haverford Trust Company
Pennsylvania
$249K
NRG
627
Nemes Rush Group
Michigan
$247K
SA
628
Scarborough Advisors
Maryland
$247K
MAG
629
M3 Advisory Group
Massachusetts
$247K
CW
630
Channel Wealth
California
$245K
PAWA
631
Palo Alto Wealth Advisors
California
$242K
SMF
632
Sterling Manor Financial
New York
$241K
PIMG
633
Patriot Investment Management Group
Tennessee
$240K
CIC
634
Carnegie Investment Counsel
Ohio
$240K
PCG
635
Prosperity Consulting Group
Maryland
$239K
TCM
636
TD Capital Management
Tennessee
$234K
NFG
637
Nations Financial Group
Iowa
$233K
CC
638
Courier Capital
New York
$233K
CCIA
639
Cherry Creek Investment Advisors
Colorado
$231K
SHFA
640
SC&H Financial Advisors
Maryland
$230K
GLLW
641
Graves Light Lenhart Wealth
Virginia
$230K
GAA
642
Global Assets Advisory
Florida
$229K
PWMAG
643
Pinnacle Wealth Management Advisory Group
New Jersey
$228K
M
644
MOTCO
Texas
$227K
SPC
645
Sigma Planning Corp
Michigan
$227K
SIM
646
Stratos Investment Management
Ohio
$227K
GWANC
647
Guardian Wealth Advisors (North Carolina)
North Carolina
$225K
CFS
648
Commonwealth Financial Services
West Virginia
$224K
FFC
649
Frederick Financial Consultants
Maryland
$222K
AT
650
Arlington Trust
Alabama
$221K