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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
SIC
676
Salem Investment Counselors
North Carolina
$153K
Fifth Third Bancorp
677
Fifth Third Bancorp
Ohio
$151K
TLA
678
Tanglewood Legacy Advisors
Texas
$146K
ADL
679
Asset Dedication LLC
California
$143K
FP
680
Financial Perspectives
Minnesota
$139K
AWM
681
Abound Wealth Management
Tennessee
$131K
FMII
682
Farmers & Merchants Investments Inc
Nebraska
$129K
BL
683
Balentine LLC
Georgia
$127K
AWM
684
Accredited Wealth Management
Kentucky
$126K
BFPW
685
BOK Financial Private Wealth
Colorado
$124K
LWCFA
686
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$123K
Qube Research & Technologies (QRT)
687
Qube Research & Technologies (QRT)
United Kingdom
$117K
MIA
688
MeadowBrook Investment Advisors
Michigan
$109K
WCM
689
Winthrop Capital Management
Indiana
$105K
NRC
690
New Republic Capital
North Carolina
$105K
CT
691
Clearstead Trust
Maine
$96K
GI
692
GAMMA Investing
California
$87.9K
CFFP
693
Center for Financial Planning
Michigan
$85.6K
CFD
694
Creative Financial Designs
Indiana
$84.9K
KFI
695
Key Financial Inc
Pennsylvania
$83.4K
RA
696
Rise Advisors
New York
$81.5K
AAS
697
Ameritas Advisory Services
Nebraska
$79.6K
AG
698
AmeriFlex Group
Nevada
$79K
NS
699
NBC Securities
Alabama
$78.9K
FWA
700
Flagship Wealth Advisors
Massachusetts
$77.3K