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iShares ESG Aware MSCI USA ETF

768 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 58 funds opening new positions, 283 increasing their positions, 272 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
768
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
RIA
201
Regal Investment Advisors
Michigan
$2.57M
FWM
202
Fingerlakes Wealth Management
New York
$2.56M
MOS
203
MGO One Seven
Ohio
$2.55M
OSAM
204
O'Shaughnessy Asset Management
Connecticut
$2.55M
TWC
205
TD Waterhouse Canada
Ontario, Canada
$2.52M
WLIM
206
White Lighthouse Investment Management
Massachusetts
$2.52M
OAP
207
One Advisory Partners
Kansas
$2.51M
CCM
208
Coldstream Capital Management
Washington
$2.46M
TCA
209
Transcend Capital Advisors
New Jersey
$2.46M
CIAS
210
Capital Investment Advisory Services
North Carolina
$2.42M
SCA
211
Snowden Capital Advisors
New York
$2.42M
IWA
212
Icon Wealth Advisors
Texas
$2.41M
MCM
213
MAI Capital Management
Ohio
$2.38M
Comerica Bank
214
Comerica Bank
Texas
$2.35M
AWM
215
Apollon Wealth Management
South Carolina
$2.33M
PIA
216
Perennial Investment Advisors
California
$2.29M
KWA
217
Kingswood Wealth Advisors
California
$2.29M
1SB
218
1ST Source Bank
Indiana
$2.23M
MIM
219
Macroview Investment Management
Maryland
$2.17M
RF
220
RHS Financial
California
$2.17M
MFA
221
Mayflower Financial Advisors
Massachusetts
$2.16M
AFG
222
Atomi Financial Group
New York
$2.16M
NCM
223
Northwest Capital Management
Oregon
$2.15M
JWCA
224
J.W. Cole Advisors
Florida
$2.13M
VCM
225
Vision Capital Management
Oregon
$2.13M