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iShares ESG Aware MSCI USA ETF

760 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 59 funds opening new positions, 281 increasing their positions, 267 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
760
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
FA
101
Financial Advisors
Massachusetts
$8.21M
AssetMark Inc
102
AssetMark Inc
California
$8.13M
PA
103
Parallel Advisors
California
$8.12M
ASN
104
Advisory Services Network
Georgia
$7.69M
Focus Partners Wealth
105
Focus Partners Wealth
Massachusetts
$7.54M
CIAS
106
CFS Investment Advisory Services
New Jersey
$7.42M
IFWM
107
Institute for Wealth Management
Colorado
$7.14M
RIS
108
Retirement Income Solutions
Michigan
$7.14M
YWM
109
Yukon Wealth Management
Kansas
$6.95M
Neuberger Berman Group
110
Neuberger Berman Group
New York
$6.9M
VFA
111
Valeo Financial Advisors
Indiana
$6.78M
FFA
112
Farther Finance Advisors
California
$6.5M
ALA
113
Atlas Legacy Advisors
California
$6.5M
ST
114
Spinnaker Trust
Maine
$6.36M
PAG
115
Private Advisor Group
New Jersey
$6.33M
DRP
116
Decker Retirement Planning
Utah
$6.27M
SWG
117
Summit Wealth Group
Vermont
$6.14M
HHGA
118
Halbert Hargrove Global Advisors
California
$6.12M
MW
119
Maia Wealth
Colorado
$6.12M
ACA
120
Aptus Capital Advisors
Alabama
$6M
MA
121
Mutual Advisors
Nebraska
$5.92M
MFG
122
Merit Financial Group
Georgia
$5.86M
UB
123
UMB Bank
Missouri
$5.66M
PWM
124
Perigon Wealth Management
California
$5.52M
BCI
125
Brinker Capital Investments
Pennsylvania
$5.31M