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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
FFC
651
Frederick Financial Consultants
Maryland
$222K
AT
652
Arlington Trust
Alabama
$221K
CSPIA
653
Cary Street Partners Investment Advisory
Virginia
$221K +$182K +1,299 +590%
JWA
654
JFS Wealth Advisors
Pennsylvania
$218K +$56.3K +402 +37%
BFA
655
Bragg Financial Advisors
North Carolina
$217K
PC
656
Pecaut & Co
Iowa
$215K -$7.98K -57 -4%
CCMG
657
Clark Capital Management Group
Pennsylvania
$215K +$207K +1,475 New
NA
658
Novus Advisors
South Carolina
$214K -$74.5K -532 -27%
MFIM
659
Mesirow Financial Investment Management
Illinois
$212K +$204K +1,458 New
AWMNY
660
Arcadia Wealth Management (New York)
New York
$210K +$202K +1,441 New
CWM
661
Centurion Wealth Management
Virginia
$207K +$200K +1,425 New
WGC
662
Watts Gwilliam & Co
Arizona
$205K
OPPS
663
Obsidian Personal Planning Solutions
Maryland
$204K -$23K -164 -11%
SFMG
664
Sage Financial Management Group
Virginia
$204K +$196K +1,399 New
HPC
665
Hobart Private Capital
North Carolina
$203K +$195K +1,394 New
GF
666
GGM Financials
Ohio
$203K +$195K +1,393 New
OC
667
Oarsman Capital
Wisconsin
$202K +$195K +1,390 New
RTC
668
Real Talk Capital
Tennessee
$201K +$193K +1,379 New
IRC
669
Investors Research Corp
Georgia
$196K +$8.68K +62 +5%
BONH
670
Bank of New Hampshire
New Hampshire
$192K
BCWM
671
Bartlett & Co Wealth Management
Ohio
$188K
SWP
672
Strategic Wealth Partners
Ohio
$185K
SC
673
SouthState Corp
Florida
$182K +$175K +1,247 New
LWA
674
Lowe Wealth Advisors
Maryland
$181K +$23.5K +168 +16%
Russell Investments Group
675
Russell Investments Group
United Kingdom
$180K +$1.4K +10 +0.8%