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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
Thrivent Financial for Lutherans
101
Thrivent Financial for Lutherans
Minnesota
$8.26M +$7.01M +50,042 +749%
FA
102
Financial Advisors
Massachusetts
$8.21M +$44K +314 +0.6%
AssetMark Inc
103
AssetMark Inc
California
$8.13M +$2.17M +15,492 +38%
PA
104
Parallel Advisors
California
$8.12M -$517K -3,690 -6%
ASN
105
Advisory Services Network
Georgia
$7.69M +$197K +1,407 +3%
Focus Partners Wealth
106
Focus Partners Wealth
Massachusetts
$7.54M +$133K +949 +2%
CIAS
107
CFS Investment Advisory Services
New Jersey
$7.42M -$98.7K -705 -1%
IFWM
108
Institute for Wealth Management
Colorado
$7.14M -$80K -571 -1%
RIS
109
Retirement Income Solutions
Michigan
$7.14M -$102K -726 -1%
YWM
110
Yukon Wealth Management
Kansas
$6.95M -$128K -916 -2%
Neuberger Berman Group
111
Neuberger Berman Group
New York
$6.9M -$502K -3,584 -7%
VFA
112
Valeo Financial Advisors
Indiana
$6.78M -$238K -1,698 -4%
FFA
113
Farther Finance Advisors
California
$6.5M +$135K +962 +2%
ALA
114
Atlas Legacy Advisors
California
$6.5M -$563K -4,018 -8%
ST
115
Spinnaker Trust
Maine
$6.36M +$336K +2,401 +6%
PAG
116
Private Advisor Group
New Jersey
$6.33M -$46.2K -330 -0.8%
DRP
117
Decker Retirement Planning
Utah
$6.27M -$456K -3,259 -7%
SWG
118
Summit Wealth Group
Vermont
$6.14M -$317K -2,260 -5%
HHGA
119
Halbert Hargrove Global Advisors
California
$6.12M +$44.7K +319 +0.8%
MW
120
Maia Wealth
Colorado
$6.12M +$98.9K +706 +2%
ACA
121
Aptus Capital Advisors
Alabama
$6M +$39.8K +284 +0.7%
MA
122
Mutual Advisors
Nebraska
$5.92M -$372K -2,656 -6%
MFG
123
Merit Financial Group
Georgia
$5.86M +$558K +3,985 +11%
UB
124
UMB Bank
Missouri
$5.66M +$76.9K +549 +1%
PWM
125
Perigon Wealth Management
California
$5.52M +$244K +1,740 +5%