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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
RW
151
Ridgeline Wealth
Arizona
$3.76M -$17.5K -125 -0.5%
WIM
152
WealthPlan Investment Management
Nebraska
$3.75M -$46.9K -335 -1%
RA
153
RFG Advisory
Alabama
$3.72M +$85K +607 +2%
SC
154
Savant Capital
Illinois
$3.71M +$133K +951 +4%
JPG
155
Jordan Park Group
California
$3.7M -$2.24K -16 -0.1%
CW
156
CreativeOne Wealth
Kansas
$3.7M -$129K -922 -4%
DAS
157
Dynamic Advisor Solutions
Arizona
$3.69M -$211K -1,507 -6%
HWM
158
HB Wealth Management
Georgia
$3.67M -$646K -4,614 -15%
IC
159
IEQ Capital
California
$3.64M -$444K -3,169 -11%
MCAI
160
Members Capital Advisors Inc
Wisconsin
$3.58M +$2.71M +19,377 +372%
SWM
161
SigFig Wealth Management
California
$3.57M +$873K +6,235 +34%
JSW
162
Journey Strategic Wealth
New Jersey
$3.56M -$1.88M -13,389 -35%
FCA
163
FLC Capital Advisors
California
$3.53M -$25.3K -181 -0.7%
MPW
164
MA Private Wealth
California
$3.53M -$122K -869 -3%
EWP
165
Elevation Wealth Partners
California
$3.52M +$59K +421 +2%
RFC
166
Regions Financial Corp
Alabama
$3.52M +$475K +3,389 +16%
Acadian Asset Management
167
Acadian Asset Management
Massachusetts
$3.49M -$15.5M -110,403 -82%
PCIG
168
Partners Capital Investment Group
Massachusetts
$3.48M +$8.4K +60 +0.3%
EH
169
Equitable Holdings
New York
$3.48M -$143K -1,022 -4%
IWM
170
Integris Wealth Management
California
$3.46M -$73K -521 -2%
FPAS
171
Focus Partners Advisor Solutions
Missouri
$3.43M +$449K +3,207 +16%
WS
172
Wedbush Securities
California
$3.4M +$68.2K +487 +2%
OWM
173
Opes Wealth Management
California
$3.39M -$64.4K -460 -2%
MP
174
Moment Partners
California
$3.37M -$61.8K -441 -2%
BTI
175
Blue Trust Inc
Georgia
$3.35M -$22.3K -159 -0.7%