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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
SHGA
51
Sand Hill Global Advisors
California
$23.5M -$1.13M -8,044 -5%
RCG
52
Rock Creek Group
District of Columbia
$23.5M
ACA
53
Affinity Capital Advisors
California
$22.2M +$14.4K +103 +0.1%
Two Sigma Investments
54
Two Sigma Investments
New York
$20.9M -$1.37M -9,800 -6%
EFG
55
Erickson Financial Group
Pennsylvania
$19.2M +$361K +2,580 +2%
CL
56
Choreo LLC
Illinois
$19.2M -$312K -2,229 -2%
Corient Private Wealth
57
Corient Private Wealth
Florida
$19M +$1.66M +11,858 +10%
IWC
58
Integrated Wealth Concepts
Massachusetts
$18.5M -$120K -857 -0.7%
FLPIM
59
F.L. Putnam Investment Management
Massachusetts
$18.1M -$240K -1,717 -1%
NA
60
NewEdge Advisors
Louisiana
$17.9M +$127K +906 +0.7%
AG
61
AlTi Global
New York
$17.1M -$256K -1,827 -2%
OWA
62
One Wealth Advisors
California
$16.8M +$1.23M +8,752 +8%
SHJ
63
Sharkey, Howes & Javer
Colorado
$16.7M +$434K +3,096 +3%
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$15.9M +$1.86M +13,290 +14%
BEC
65
Blue Edge Capital
Virginia
$13.9M -$24.4K -174 -0.2%
Cerity Partners
66
Cerity Partners
New York
$13.9M +$1.15M +8,206 +9%
BPA
67
Beacon Pointe Advisors
California
$13.9M +$12.5M +89,273 +1,434%
C1AG
68
Client 1st Advisory Group
Florida
$13.7M -$145K -1,036 -1%
SCA
69
STALEY CAPITAL ADVISERS
Pennsylvania
$13.1M
HI
70
Harbour Investments
Wisconsin
$12.9M +$117K +834 +0.9%
VHAM
71
Van Hulzen Asset Management
California
$12.8M +$60.9K +435 +0.5%
SEI Investments
72
SEI Investments
Pennsylvania
$12.6M -$1,000K -7,140 -8%
CAM
73
Clarity Asset Management
Iowa
$12.5M +$207K +1,479 +2%
Mariner
74
Mariner
Kansas
$12.4M -$335K -2,391 -3%
AC
75
Apella Capital
Connecticut
$12.2M -$1.58M -11,300 -12%