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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
MCWS
126
McKinley Carter Wealth Services
West Virginia
$5.19M
LNWWM
127
Laird Norton Wetherby Wealth Management
California
$5.16M
LRWA
128
Long Run Wealth Advisors
New York
$5.12M
BWA
129
Boulder Wealth Advisors
Colorado
$4.97M
HGWM
130
Horst & Graben Wealth Management
Oregon
$4.93M
BRIA
131
Balanced Rock Investment Advisors
Massachusetts
$4.89M
PWA
132
Physician Wealth Advisors
Utah
$4.84M
PA
133
Planning Alternatives
Michigan
$4.74M
SWP
134
Stratos Wealth Partners
Ohio
$4.73M
GIA
135
Goodwin Investment Advisory
Georgia
$4.72M
KAS
136
KPP Advisory Services
Kentucky
$4.67M
MWM
137
Mascoma Wealth Management
New Hampshire
$4.63M
SWP
138
Sagespring Wealth Partners
Tennessee
$4.61M
P
139
&Partners
Tennessee
$4.6M
KWS
140
Keystone Wealth Services
California
$4.5M
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$4.45M
OMC
142
Old Mission Capital
Illinois
$4.34M
SPIA
143
Steward Partners Investment Advisory
New York
$4.33M
WWM
144
WT Wealth Management
Arizona
$4.23M
Stifel Financial
145
Stifel Financial
Missouri
$4.12M
IAN
146
Integrated Advisors Network
Texas
$3.92M
BW
147
Balance Wealth
Ohio
$3.88M
GM
148
GeoWealth Management
Illinois
$3.87M
RW
149
Ridgeline Wealth
Arizona
$3.76M
WIM
150
WealthPlan Investment Management
Nebraska
$3.75M