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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
DF
726
Dunhill Financial
United Kingdom
$27K +$140 +1 +0.5%
PG
727
Proffitt & Goodson
Tennessee
$26.6K
EWA
728
Elevate Wealth Advisory
Georgia
$25.6K
KG
729
Kilter Group
New York
$25.3K +$8.12K +58 +50%
EWM
730
Evolution Wealth Management
Florida
$24.9K
CIA
731
Cape Investment Advisory
Georgia
$24.5K
SL
732
Salomon & Ludwin
Virginia
$23.6K
CCMI
733
Creative Capital Management Investments
California
$22.4K
CBT
734
Crews Bank & Trust
Florida
$21.8K
BWM
735
Bernard Wealth Management
Michigan
$20.4K
Q1WB
736
Quest 10 Wealth Builders
Virginia
$19.9K
RIL
737
Rothschild Investment LLC
Illinois
$19.2K -$19.2K -137 -51%
CB
738
Community Bank
New York
$18.2K
SRCM
739
Signature Resources Capital Management
California
$17.9K
MAFA
740
MJT & Associates Financial Advisory
Minnesota
$17.6K
MWA
741
Medallion Wealth Advisors
Connecticut
$16.3K
ABWM
742
Alpine Bank Wealth Management
Colorado
$15K +$14.4K +103 New
MFC
743
Morris Financial Concepts
South Carolina
$14.7K +$700 +5 +5%
IWP
744
IAG Wealth Partners
Wisconsin
$14.6K
GWM
745
Grand Wealth Management
Michigan
$14.4K
KSWA
746
Kathleen S. Wright Associates
Pennsylvania
$14.4K
SS
747
Sunbelt Securities
Texas
$13.4K -$83K -593 -87%
UCB
748
United Community Bank
South Carolina
$9.61K +$9.24K +66 New
WAG
749
Wiser Advisor Group
Arizona
$9.32K +$8.96K +64 New
FWP
750
FAS Wealth Partners
Kansas
$9.03K