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iShares ESG Aware MSCI USA ETF

768 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 58 funds opening new positions, 283 increasing their positions, 272 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
768
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
TLA
676
Tanglewood Legacy Advisors
Texas
$146K
ADL
677
Asset Dedication LLC
California
$143K
FP
678
Financial Perspectives
Minnesota
$139K
AWM
679
Abound Wealth Management
Tennessee
$131K
FMII
680
Farmers & Merchants Investments Inc
Nebraska
$129K
BL
681
Balentine LLC
Georgia
$127K
AWM
682
Accredited Wealth Management
Kentucky
$126K
BFPW
683
BOK Financial Private Wealth
Colorado
$124K
LWCFA
684
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$123K
Qube Research & Technologies (QRT)
685
Qube Research & Technologies (QRT)
United Kingdom
$117K
MIA
686
MeadowBrook Investment Advisors
Michigan
$109K
WCM
687
Winthrop Capital Management
Indiana
$105K
NRC
688
New Republic Capital
North Carolina
$105K
CT
689
Clearstead Trust
Maine
$96K
GI
690
GAMMA Investing
California
$87.9K
CFFP
691
Center for Financial Planning
Michigan
$85.6K
CFD
692
Creative Financial Designs
Indiana
$84.9K
KFI
693
Key Financial Inc
Pennsylvania
$83.4K
RA
694
Rise Advisors
New York
$81.5K
AAS
695
Ameritas Advisory Services
Nebraska
$79.6K
AG
696
AmeriFlex Group
Nevada
$79K
NS
697
NBC Securities
Alabama
$78.9K
FWA
698
Flagship Wealth Advisors
Massachusetts
$77.3K
HIA
699
Harbor Investment Advisory
Maryland
$76.7K
BBHC
700
Brown Brothers Harriman & Co
New York
$74.3K