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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
MYIA
776
Mount Yale Investment Advisors
Colorado
AWMNH
777
Arcadia Wealth Management (New Hampshire)
New Hampshire
FAIM
778
Financial Advocates Investment Management
Washington
PCH
779
PGIM Custom Harvest
New Jersey
FIM
780
Freedom Investment Management
Connecticut
AAP
781
Arax Advisory Partners
Colorado
TL
782
Tradewinds LLC
North Carolina
RW
783
Rede Wealth
Virginia
CAG
784
Curtis Advisory Group
California
DWM
785
Diversify Wealth Management
Utah
JFG
786
Jefferies Financial Group
New York
BDF
787
Black Diamond Financial
Maryland
ECA
788
Elevation Capital Advisory
Oregon
DOA
789
D'Orazio & Associates
Virginia
FCA
790
Fortis Capital Advisors
Kansas
SC
791
Stephens Consulting
Michigan
ONB
792
Old National Bancorp
Indiana
WF
793
Welch & Forbes
Massachusetts
EW
794
Enzi Wealth
Texas
MWM
795
Maripau Wealth Management
Indiana
TPWA
796
Twin Peaks Wealth Advisors
California
IRAG
797
Investment Research & Advisory Group
Georgia
NC
798
NewSquare Capital
Pennsylvania
MPWT
799
MassMutual Private Wealth & Trust
Connecticut
HT
800
Headlands Technologies
Illinois