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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
GWSG
676
GPS Wealth Strategies Group
Colorado
$162K -$2.38K -17 -2%
HNB
677
Huntington National Bank
Ohio
$158K
SIC
678
Salem Investment Counselors
North Carolina
$153K +$122K +874 +497%
Fifth Third Bancorp
679
Fifth Third Bancorp
Ohio
$151K +$92.9K +663 +178%
TLA
680
Tanglewood Legacy Advisors
Texas
$146K
ADL
681
Asset Dedication LLC
California
$143K +$26K +186 +23%
FP
682
Financial Perspectives
Minnesota
$139K
AWM
683
Abound Wealth Management
Tennessee
$131K
FMII
684
Farmers & Merchants Investments Inc
Nebraska
$129K
BL
685
Balentine LLC
Georgia
$127K
AWM
686
Accredited Wealth Management
Kentucky
$126K -$43.6K -311 -36%
BFPW
687
BOK Financial Private Wealth
Colorado
$124K
LWCFA
688
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$123K
Qube Research & Technologies (QRT)
689
Qube Research & Technologies (QRT)
United Kingdom
$117K -$54.1K -386 -33%
MIA
690
MeadowBrook Investment Advisors
Michigan
$109K
WCM
691
Winthrop Capital Management
Indiana
$105K
NRC
692
New Republic Capital
North Carolina
$105K
CT
693
Clearstead Trust
Maine
$96K
GI
694
GAMMA Investing
California
$87.9K
CFFP
695
Center for Financial Planning
Michigan
$85.6K
CFD
696
Creative Financial Designs
Indiana
$84.9K -$85K -607 -51%
KFI
697
Key Financial Inc
Pennsylvania
$83.4K +$53.8K +384 +205%
RA
698
Rise Advisors
New York
$81.5K +$140 +1 +0.2%
NSG
699
Nalls Sherbakoff Group
Tennessee
$80.1K
AAS
700
Ameritas Advisory Services
Nebraska
$79.6K -$121K -865 -61%