We are live on ! Find out more
ESGU icon

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
Renaissance Technologies
176
Renaissance Technologies
New York
$3.35M +$1.51M +10,800 +89%
GCG
177
Gilbert Capital Group
Maine
$3.33M -$7.56K -54 -0.2%
Franklin Resources
178
Franklin Resources
California
$3.32M +$1.14M +8,118 +55%
GC
179
Garde Capital
Washington
$3.17M -$119K -851 -4%
FG
180
Foster Group
Iowa
$3.17M +$48.3K +345 +2%
WC
181
Weil Company
California
$3.13M +$158K +1,127 +6%
LWA
182
Lifelong Wealth Advisors
Minnesota
$2.98M +$19.5K +139 +0.7%
PCA
183
Prosperity Capital Advisors
Ohio
$2.95M +$5.74K +41 +0.2%
SFPM
184
Sensible Financial Planning & Management
Massachusetts
$2.95M +$257K +1,833 +10%
HAG
185
HF Advisory Group
Maryland
$2.92M +$53.1K +379 +2%
IAS
186
Integrity Advisory Solutions
Texas
$2.91M +$2.79M +19,954 New
M1FG
187
Mach-1 Financial Group
Arkansas
$2.91M +$2.79M +19,954 New
PI
188
PFG Investments
New York
$2.9M +$179K +1,281 +7%
FHC
189
First Horizon Corporation
Tennessee
$2.88M +$2.77M +19,766 New
FFN
190
Focus Financial Network
Minnesota
$2.88M -$3.22K -23 -0.1%
DAS
191
Diversify Advisory Services
Utah
$2.87M +$116K +825 +5%
MGIA
192
Moneta Group Investment Advisors
Missouri
$2.83M +$2.38K +17 +0.1%
Pathstone Holdings
193
Pathstone Holdings
New Jersey
$2.82M +$17.1K +122 +0.6%
CA
194
CGN Advisors
Kansas
$2.8M +$209K +1,490 +8%
BF
195
Brooklyn FI
New York
$2.78M +$44.7K +319 +2%
CFP
196
Cascade Financial Partners
California
$2.75M
DT
197
Diversified Trust
Tennessee
$2.66M -$12.6K -90 -0.5%
LWL
198
Leo Wealth LLC
Texas
$2.66M -$15.3K -109 -0.6%
PWMG
199
Pioneer Wealth Management Group
Texas
$2.62M +$83.2K +594 +3%
AGWCA
200
Annis Gardner Whiting Capital Advisors
Florida
$2.58M