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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
MAG
626
M3 Advisory Group
Massachusetts
$247K
CW
627
Channel Wealth
California
$245K
PAWA
628
Palo Alto Wealth Advisors
California
$242K
SMF
629
Sterling Manor Financial
New York
$241K
PIMG
630
Patriot Investment Management Group
Tennessee
$240K
CIC
631
Carnegie Investment Counsel
Ohio
$240K
PCG
632
Prosperity Consulting Group
Maryland
$239K
TCM
633
TD Capital Management
Tennessee
$234K
NFG
634
Nations Financial Group
Iowa
$233K
CC
635
Courier Capital
New York
$233K
CCIA
636
Cherry Creek Investment Advisors
Colorado
$231K
SHFA
637
SC&H Financial Advisors
Maryland
$230K
GLLW
638
Graves Light Lenhart Wealth
Virginia
$230K
GAA
639
Global Assets Advisory
Florida
$229K
PWMAG
640
Pinnacle Wealth Management Advisory Group
New Jersey
$228K
M
641
MOTCO
Texas
$227K
SPC
642
Sigma Planning Corp
Michigan
$227K
SIM
643
Stratos Investment Management
Ohio
$227K
GWANC
644
Guardian Wealth Advisors (North Carolina)
North Carolina
$225K
CFS
645
Commonwealth Financial Services
West Virginia
$224K
FFC
646
Frederick Financial Consultants
Maryland
$222K
AT
647
Arlington Trust
Alabama
$221K
CSPIA
648
Cary Street Partners Investment Advisory
Virginia
$221K
NL
649
NWAM LLC
Washington
$220K
JWA
650
JFS Wealth Advisors
Pennsylvania
$218K