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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
Bank of America
1
Bank of America
North Carolina
$1.96B +$59M +421,048 +3%
JP Morgan Chase
2
JP Morgan Chase
New York
$1.44B -$21.4M -152,744 -2%
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$863M -$47M -335,927 -5%
Northern Trust
4
Northern Trust
Illinois
$750M -$50.6M -361,154 -7%
Goldman Sachs
5
Goldman Sachs
New York
$601M -$7.67M -54,748 -1%
Betterment LLC
6
Betterment LLC
New York
$566M +$6.95M +49,659 +1%
Morgan Stanley
7
Morgan Stanley
New York
$480M +$151M +1,077,891 +49%
AA
8
Acorns Advisers
California
$371M +$2.72M +19,417 +0.8%
Wealthfront Advisers
9
Wealthfront Advisers
California
$364M +$22.2M +158,474 +7%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$329M +$62.3M +444,833 +24%
Wells Fargo
11
Wells Fargo
California
$315M -$14.7M -104,816 -5%
BlackRock
12
BlackRock
New York
$302M +$12.1M +86,747 +4%
LPL Financial
13
LPL Financial
California
$172M +$19.7M +140,341 +13%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$143M +$4.76M +34,013 +4%
Empower Advisory Group
15
Empower Advisory Group
Colorado
$99.4M -$1.65M -11,763 -2%
FT
16
Fiduciary Trust
Massachusetts
$96.8M +$333K +2,381 +0.4%
Citigroup
17
Citigroup
New York
$90.1M +$36.9M +263,387 +74%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$83.1M +$2.99M +21,348 +4%
Bank Julius Baer & Co
19
Bank Julius Baer & Co
Switzerland
$59.2M +$57M +406,790 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$58.3M -$3.54M -25,306 -6%
Envestnet Portfolio Solutions
21
Envestnet Portfolio Solutions
Illinois
$53.8M +$13.7M +97,886 +36%
CLGM
22
Capitolis Liquid Global Markets
New York
$53M +$10.5M +75,200 +26%
National Bank of Canada
23
National Bank of Canada
Quebec, Canada
$52.9M +$25.5M +181,900 +100%
UBS Group
24
UBS Group
Switzerland
$50.3M -$2.99M -21,376 -6%
Ameriprise
25
Ameriprise
Minnesota
$49.7M +$1.55M +11,065 +3%