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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
AG
701
AmeriFlex Group
Nevada
$79K +$29.1K +208 +62%
NS
702
NBC Securities
Alabama
$78.9K -$121K -865 -61%
FWA
703
Flagship Wealth Advisors
Massachusetts
$77.3K
HIA
704
Harbor Investment Advisory
Maryland
$76.7K
BBHC
705
Brown Brothers Harriman & Co
New York
$74.3K
FFO
706
Fortitude Family Office
Arizona
$64.2K +$20.4K +146 +49%
CA
707
Centerpoint Advisors
Massachusetts
$64K +$10.4K +74 +20%
GIM
708
Glenmede Investment Management
Pennsylvania
$61.4K
GEA
709
Glen Eagle Advisors
New Jersey
$61.4K -$19K -136 -24%
CPG
710
Cornerstone Planning Group
New Jersey
$60.9K -$12.9K -92 -18%
AA
711
Addison Advisors
Vermont
$60.3K +$58K +414 New
AIC
712
Archer Investment Corporation
Indiana
$60.1K
TFA
713
Transamerica Financial Advisors
Florida
$58.2K +$56K +400 New
PFBT
714
Parkside Financial Bank & Trust
Missouri
$56.1K -$25.6K -183 -32%
DFA
715
DHJJ Financial Advisors
Illinois
$53.1K
FFWM
716
Future Financial Wealth Management
Ohio
$43.8K
JFGIW
717
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$42.5K -$2.52K -18 -6%
UFPG
718
United Financial Planning Group
New York
$39.2K +$37.7K +269 New
CFO
719
CVA Family Office
Colorado
$37.4K
CJ
720
Caitlin John
Michigan
$36K +$34.6K +247 New
BF
721
BOK Financial
Oklahoma
$33.3K
CWP
722
Concord Wealth Partners
Virginia
$32.3K
BLC
723
Brown, Lisle/Cummings
Rhode Island
$30.4K
RP
724
Rice Partnership
Hawaii
$29.7K -$1.26K -9 -4%
TC
725
Trust Company
Kansas
$27.5K