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iShares ESG Aware MSCI USA ETF

809 hedge funds and large institutions have $11.7B invested in iShares ESG Aware MSCI USA ETF in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 259 increasing their positions, 303 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

1.73% less ownership

Funds ownership: 78.87%77.14% (-1.7%)

15% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 303

Holders
809
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
Name Holding Trade Value Shares
Change
Change in
Stake
SFC
226
SYM Financial Corp
Indiana
$2.24M
JWCA
227
J.W. Cole Advisors
Florida
$2.23M
MIM
228
Macroview Investment Management
Maryland
$2.22M
MFA
229
Mayflower Financial Advisors
Massachusetts
$2.21M
1SB
230
1ST Source Bank
Indiana
$2.21M
CIA
231
Concurrent Investment Advisors
Florida
$2.18M
VCM
232
Vision Capital Management
Oregon
$2.18M
AAP
233
Arax Advisory Partners
Colorado
$2.16M
BWL
234
Bogart Wealth LLC
Virginia
$2.07M
NL
235
NEPC LLC
Massachusetts
$2.07M
AIM
236
Acropolis Investment Management
Missouri
$2.03M
GA
237
GFS Advisors
Texas
$2.01M
RF
238
RHS Financial
California
$2.01M
AWA
239
Arkadios Wealth Advisors
Georgia
$2M
GWM
240
GSB Wealth Management
Connecticut
$1.99M
AWE
241
Avidian Wealth Enterprises
Texas
$1.98M
DC
242
Davenport & Co
Virginia
$1.97M
G
243
GenTrust
Florida
$1.95M
SW
244
Simplicity Wealth
New Jersey
$1.95M
BBP
245
Banco BTG Pactual
Brazil
$1.94M
BWP
246
BlueStem Wealth Partners
Minnesota
$1.94M
AF
247
Allworth Financial
California
$1.91M
SFA
248
Sequoia Financial Advisors
Ohio
$1.9M
MBT
249
Montecito Bank & Trust
California
$1.89M
SPIA
250
Strategic Point Investment Advisors
Rhode Island
$1.89M