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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
HFA
201
High Falls Advisors
New York
$2.57M +$71K +507 +3%
RIA
202
Regal Investment Advisors
Michigan
$2.57M +$401K +2,862 +19%
FWM
203
Fingerlakes Wealth Management
New York
$2.56M -$15.1K -108 -0.6%
MOS
204
MGO One Seven
Ohio
$2.55M +$369K +2,634 +18%
OSAM
205
O'Shaughnessy Asset Management
Connecticut
$2.55M +$249K +1,778 +11%
TWC
206
TD Waterhouse Canada
Ontario, Canada
$2.52M -$4.2K -30 -0.2%
WLIM
207
White Lighthouse Investment Management
Massachusetts
$2.52M -$92.4K -660 -4%
OAP
208
One Advisory Partners
Kansas
$2.51M
CCM
209
Coldstream Capital Management
Washington
$2.46M -$53.2K -380 -2%
TCA
210
Transcend Capital Advisors
New Jersey
$2.46M +$700 +5 +0%
CIAS
211
Capital Investment Advisory Services
North Carolina
$2.42M -$154K -1,100 -6%
SCA
212
Snowden Capital Advisors
New York
$2.42M +$240K +1,714 +12%
IWA
213
Icon Wealth Advisors
Texas
$2.41M -$78.1K -558 -3%
MCM
214
MAI Capital Management
Ohio
$2.38M +$1.43M +10,215 +166%
Comerica Bank
215
Comerica Bank
Texas
$2.35M +$973K +6,946 +76%
AWM
216
Apollon Wealth Management
South Carolina
$2.33M +$27.6K +197 +1%
PIA
217
Perennial Investment Advisors
California
$2.29M -$29.3K -209 -1%
KWA
218
Kingswood Wealth Advisors
California
$2.29M -$103K -734 -4%
1SB
219
1ST Source Bank
Indiana
$2.23M
MIM
220
Macroview Investment Management
Maryland
$2.17M -$196K -1,402 -9%
RF
221
RHS Financial
California
$2.17M -$36.4K -260 -2%
MFA
222
Mayflower Financial Advisors
Massachusetts
$2.16M +$840 +6 +0%
AFG
223
Atomi Financial Group
New York
$2.16M +$72.8K +520 +4%
NCM
224
Northwest Capital Management
Oregon
$2.15M -$1.25M -8,910 -38%
JWCA
225
J.W. Cole Advisors
Florida
$2.13M +$136K +973 +7%