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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
BCI
126
Brinker Capital Investments
Pennsylvania
$5.31M +$1.23M +8,817 +32%
MCWS
127
McKinley Carter Wealth Services
West Virginia
$5.19M -$10.1K -72 -0.2%
LNWWM
128
Laird Norton Wetherby Wealth Management
California
$5.16M +$3.5K +25 +0.1%
LRWA
129
Long Run Wealth Advisors
New York
$5.12M -$311K -2,223 -6%
BWA
130
Boulder Wealth Advisors
Colorado
$4.97M +$4.78M +34,143 New
HGWM
131
Horst & Graben Wealth Management
Oregon
$4.93M +$917K +6,550 +24%
BRIA
132
Balanced Rock Investment Advisors
Massachusetts
$4.89M -$58.5K -418 -1%
PWA
133
Physician Wealth Advisors
Utah
$4.84M +$130K +930 +3%
PA
134
Planning Alternatives
Michigan
$4.74M +$152K +1,088 +3%
SWP
135
Stratos Wealth Partners
Ohio
$4.73M -$20.3K -145 -0.4%
GIA
136
Goodwin Investment Advisory
Georgia
$4.72M -$431K -3,076 -9%
KAS
137
KPP Advisory Services
Kentucky
$4.67M -$447K -3,195 -9%
MWM
138
Mascoma Wealth Management
New Hampshire
$4.63M +$83.6K +597 +2%
NPT
139
National Philanthropic Trust
Pennsylvania
$4.62M
SWP
140
Sagespring Wealth Partners
Tennessee
$4.61M +$475K +3,392 +12%
P
141
&Partners
Tennessee
$4.6M +$176K +1,256 +4%
KWS
142
Keystone Wealth Services
California
$4.5M -$189K -1,349 -4%
Rockefeller Capital Management
143
Rockefeller Capital Management
New York
$4.45M +$39.8K +284 +0.9%
OMC
144
Old Mission Capital
Illinois
$4.34M +$4.18M +29,834 New
SPIA
145
Steward Partners Investment Advisory
New York
$4.33M +$681K +4,866 +20%
WWM
146
WT Wealth Management
Arizona
$4.23M -$130K -929 -3%
Stifel Financial
147
Stifel Financial
Missouri
$4.12M -$954K -6,812 -19%
IAN
148
Integrated Advisors Network
Texas
$3.92M -$488K -3,481 -11%
BW
149
Balance Wealth
Ohio
$3.88M +$429K +3,065 +13%
GM
150
GeoWealth Management
Illinois
$3.87M +$1.03M +7,351 +38%