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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
OSAM
201
O'Shaughnessy Asset Management
Connecticut
$2.55M
TWC
202
TD Waterhouse Canada
Ontario, Canada
$2.52M
WLIM
203
White Lighthouse Investment Management
Massachusetts
$2.52M
OAP
204
One Advisory Partners
Kansas
$2.51M
CCM
205
Coldstream Capital Management
Washington
$2.46M
TCA
206
Transcend Capital Advisors
New Jersey
$2.46M
CIAS
207
Capital Investment Advisory Services
North Carolina
$2.42M
SCA
208
Snowden Capital Advisors
New York
$2.42M
IWA
209
Icon Wealth Advisors
Texas
$2.41M
MCM
210
MAI Capital Management
Ohio
$2.38M
Comerica Bank
211
Comerica Bank
Texas
$2.35M
AWM
212
Apollon Wealth Management
South Carolina
$2.33M
PIA
213
Perennial Investment Advisors
California
$2.29M
KWA
214
Kingswood Wealth Advisors
California
$2.29M
1SB
215
1ST Source Bank
Indiana
$2.23M
MIM
216
Macroview Investment Management
Maryland
$2.17M
RF
217
RHS Financial
California
$2.17M
MFA
218
Mayflower Financial Advisors
Massachusetts
$2.16M
AFG
219
Atomi Financial Group
New York
$2.16M
NCM
220
Northwest Capital Management
Oregon
$2.15M
JWCA
221
J.W. Cole Advisors
Florida
$2.13M
VCM
222
Vision Capital Management
Oregon
$2.13M
SFC
223
SYM Financial Corp
Indiana
$2.12M
BFG
224
Beacon Financial Group
Texas
$2.12M
SW
225
SoFi Wealth
California
$2.12M