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iShares ESG Aware MSCI USA ETF

830 hedge funds and large institutions have $11.8B invested in iShares ESG Aware MSCI USA ETF in 2025 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 265 increasing their positions, 305 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 capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

1.59% less ownership

Funds ownership: 78.9%77.31% (-1.6%)

13% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 305

Holders
830
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
SPIA
251
Strategic Point Investment Advisors
Rhode Island
$1.89M
William Blair & Company
252
William Blair & Company
Illinois
$1.87M
MFA
253
Morling Financial Advisors
California
$1.87M
CWM
254
Cranbrook Wealth Management
Michigan
$1.86M
WL
255
WIT LLC
District of Columbia
$1.86M
SAM
256
Smartleaf Asset Management
Massachusetts
$1.84M
RIG
257
Ramiah Investment Group
Wisconsin
$1.84M
OBWA
258
Oak Barrel Wealth Advisory
Virginia
$1.83M
WIA
259
World Investment Advisors
California
$1.82M
APW
260
Austin Private Wealth
Texas
$1.81M
CWMK
261
Caliber Wealth Management (Kansas)
Kansas
$1.77M
Bessemer Group
262
Bessemer Group
New Jersey
$1.77M
ISFAN
263
Investor's Fiduciary Advisor Network
Washington
$1.75M
IAG
264
Ipsen Advisor Group
Arkansas
$1.75M
CWA
265
Clearview Wealth Advisors
Oregon
$1.75M
MMHP
266
Murphy Middleton Hinkle & Parker
Georgia
$1.71M
SMA
267
Sage Mountain Advisors
Georgia
$1.71M
GRP
268
Global Retirement Partners
California
$1.7M
CPIG
269
Chicago Partners Investment Group
Illinois
$1.69M
COCM
270
Charter Oak Capital Management
New Hampshire
$1.65M
AQR Capital Management
271
AQR Capital Management
Connecticut
$1.65M
SFS
272
Sowell Financial Services
Arkansas
$1.62M
RFP
273
RCS Financial Planning
Maryland
$1.6M
TWP
274
Tempus Wealth Planning
California
$1.58M
SCA
275
Scott Capital Advisors
Oregon
$1.56M