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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
CSPIA
651
Cary Street Partners Investment Advisory
Virginia
$221K
JWA
652
JFS Wealth Advisors
Pennsylvania
$218K
BFA
653
Bragg Financial Advisors
North Carolina
$217K
PC
654
Pecaut & Co
Iowa
$215K
CCMG
655
Clark Capital Management Group
Pennsylvania
$215K
NA
656
Novus Advisors
South Carolina
$214K
MFIM
657
Mesirow Financial Investment Management
Illinois
$212K
AWMNY
658
Arcadia Wealth Management (New York)
New York
$210K
CWM
659
Centurion Wealth Management
Virginia
$207K
WGC
660
Watts Gwilliam & Co
Arizona
$205K
OPPS
661
Obsidian Personal Planning Solutions
Maryland
$204K
SFMG
662
Sage Financial Management Group
Virginia
$204K
HPC
663
Hobart Private Capital
North Carolina
$203K
GF
664
GGM Financials
Ohio
$203K
OC
665
Oarsman Capital
Wisconsin
$202K
RTC
666
Real Talk Capital
Tennessee
$201K
IRC
667
Investors Research Corp
Georgia
$196K
BONH
668
Bank of New Hampshire
New Hampshire
$192K
BCWM
669
Bartlett & Co Wealth Management
Ohio
$188K
SWP
670
Strategic Wealth Partners
Ohio
$185K
SC
671
SouthState Corp
Florida
$182K
LWA
672
Lowe Wealth Advisors
Maryland
$181K
Russell Investments Group
673
Russell Investments Group
United Kingdom
$180K
GWSG
674
GPS Wealth Strategies Group
Colorado
$162K
HNB
675
Huntington National Bank
Ohio
$158K