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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
Truist Financial
76
Truist Financial
North Carolina
$11.9M -$32.1K -229 -0.3%
Mirae Asset Global Investments
77
Mirae Asset Global Investments
South Korea
$11.6M -$24.3M -173,230 -69%
RZH
78
Relyea Zuckerberg Hanson
Connecticut
$11.3M -$340K -2,427 -3%
PL
79
Plancorp LLC
Missouri
$11.2M -$265K -1,895 -2%
KWM
80
Keebeck Wealth Management
Illinois
$11.1M -$40.2K -287 -0.4%
KAS
81
Kestra Advisory Services
Texas
$10.8M -$971K -6,931 -9%
PMA
82
Prudent Man Advisors
Illinois
$10.7M +$178K +1,269 +2%
OIA
83
OneDigital Investment Advisors
Kansas
$10.7M -$68.8K -491 -0.7%
LWP
84
Laurel Wealth Planning
Minnesota
$10.7M -$316K -2,254 -3%
FWI
85
Facet Wealth Inc
Maryland
$10.7M -$98.5K -703 -1%
Fisher Asset Management
86
Fisher Asset Management
Washington
$10.5M +$524K +3,743 +5%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$9.97M +$1.93M +13,814 +25%
WANY
88
Wealthspire Advisors (New York)
New York
$9.6M -$550K -3,930 -6%
KFAA
89
Klaas Financial Asset Advisors
Illinois
$9.58M +$214K +1,528 +2%
SB
90
Strategic Blueprint
Georgia
$9.57M -$226K -1,614 -2%
TC
91
Trilogy Capital
California
$9.5M +$135K +966 +2%
Schroder Investment Management Group
92
Schroder Investment Management Group
United Kingdom
$9.41M -$1.37M -9,816 -13%
EWM
93
Empirical Wealth Management
Washington
$9.3M -$76.7K -548 -0.9%
Bank of New York Mellon
94
Bank of New York Mellon
New York
$9.18M +$1.56M +11,136 +21%
UCFA
95
United Capital Financial Advisors
Texas
$8.8M +$926K +6,610 +12%
WA
96
Wealth Architects
California
$8.58M -$76.6K -547 -0.9%
CWS
97
Cypress Wealth Services
California
$8.52M +$57.8K +413 +0.7%
SA
98
Sanctuary Advisors
Indiana
$8.39M +$809K +5,775 +11%
FWCM
99
Ferguson Wellman Capital Management
Oregon
$8.38M +$230K +1,640 +3%
MWM
100
Modera Wealth Management
New Jersey
$8.3M +$31.5K +225 +0.4%