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iShares ESG Aware MSCI USA ETF

760 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 59 funds opening new positions, 281 increasing their positions, 267 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
760
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
OPPS
651
Obsidian Personal Planning Solutions
Maryland
$204K
SFMG
652
Sage Financial Management Group
Virginia
$204K
HPC
653
Hobart Private Capital
North Carolina
$203K
GF
654
GGM Financials
Ohio
$203K
OC
655
Oarsman Capital
Wisconsin
$202K
RTC
656
Real Talk Capital
Tennessee
$201K
IRC
657
Investors Research Corp
Georgia
$196K
BONH
658
Bank of New Hampshire
New Hampshire
$192K
BCWM
659
Bartlett & Co Wealth Management
Ohio
$188K
SWP
660
Strategic Wealth Partners
Ohio
$185K
SC
661
SouthState Corp
Florida
$182K
LWA
662
Lowe Wealth Advisors
Maryland
$181K
Russell Investments Group
663
Russell Investments Group
United Kingdom
$180K
GWSG
664
GPS Wealth Strategies Group
Colorado
$162K
HNB
665
Huntington National Bank
Ohio
$158K
SIC
666
Salem Investment Counselors
North Carolina
$153K
Fifth Third Bancorp
667
Fifth Third Bancorp
Ohio
$151K
TLA
668
Tanglewood Legacy Advisors
Texas
$146K
ADL
669
Asset Dedication LLC
California
$143K
FP
670
Financial Perspectives
Minnesota
$139K
AWM
671
Abound Wealth Management
Tennessee
$131K
FMII
672
Farmers & Merchants Investments Inc
Nebraska
$129K
BL
673
Balentine LLC
Georgia
$127K
AWM
674
Accredited Wealth Management
Kentucky
$126K
BFPW
675
BOK Financial Private Wealth
Colorado
$124K