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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
CSC
751
Caldwell Sutter Capital
California
$8.45K
GA
752
Guerra Advisors
Florida
$7.11K +$6.86K +49 New
HDIM
753
Hanson & Doremus Investment Management
Vermont
$7K
CFO
754
Capitol Family Office
Oregon
$6.12K
HFS
755
Hantz Financial Services
Michigan
$6K +$6.02K +43 New
ETC
756
Exchange Traded Concepts
Oklahoma
$5.68K -$98.3K -702 -95%
ATS
757
Ashton Thomas Securities
New York
$5.1K +$4.9K +35 New
RMC
758
Resources Management Corp
Connecticut
$5K +$4.34K +31 New
RWS
759
Retirement Wealth Solutions
Wisconsin
$4.46K
DJSG
760
D.J. St. Germain
Massachusetts
$4.22K
CCM
761
Cloud Capital Management
Washington
$4K +$4.2K +30 New
PW
762
Pandora Wealth
Illinois
$3.79K
SWIM
763
Smallwood Wealth Investment Management
New Jersey
$3.2K
CMP
764
Coston McIsaac & Partners
Maine
$3K
HBW
765
Hazlett, Burt & Watson
West Virginia
$3K
GIA
766
GHP Investment Advisors
Colorado
$2.91K
GWS
767
Glassman Wealth Services
Virginia
$2.48K
RF
768
Robbins Farley
New Hampshire
$2.33K
WSFS
769
Wilmington Savings Fund Society
Delaware
$1.6K -$492K -3,510 -100%
HC
770
Hurley Capital
New York
$1.52K -$1.12K -8 -44%
LFA
771
LGT Financial Advisors
Texas
$1.17K
C
772
Covestor
United Kingdom
$1K -$420 -3 -27%
TFGT
773
TS Financial Group (TSFG)
Illinois
$1K
FLP
774
Financial Life Planners
Arizona
$887 +$840 +6 New
SS
775
SBI Securities
Japan
$874 -$420 -3 -33%