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iShares ESG Aware MSCI USA ETF

818 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 104 funds opening new positions, 263 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 funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

1.63% less ownership

Funds ownership: 78.87%77.24% (-1.6%)

14% less repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 305

Holders
818
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
William Blair & Company
251
William Blair & Company
Illinois
$1.87M
MFA
252
Morling Financial Advisors
California
$1.87M
CWM
253
Cranbrook Wealth Management
Michigan
$1.86M
WL
254
WIT LLC
District of Columbia
$1.86M
SAM
255
Smartleaf Asset Management
Massachusetts
$1.84M
RIG
256
Ramiah Investment Group
Wisconsin
$1.84M
WIA
257
World Investment Advisors
California
$1.82M
APW
258
Austin Private Wealth
Texas
$1.81M
CWMK
259
Caliber Wealth Management (Kansas)
Kansas
$1.77M
Bessemer Group
260
Bessemer Group
New Jersey
$1.77M
ISFAN
261
Investor's Fiduciary Advisor Network
Washington
$1.75M
IAG
262
Ipsen Advisor Group
Arkansas
$1.75M
CWA
263
Clearview Wealth Advisors
Oregon
$1.75M
MMHP
264
Murphy Middleton Hinkle & Parker
Georgia
$1.71M
SMA
265
Sage Mountain Advisors
Georgia
$1.71M
GRP
266
Global Retirement Partners
California
$1.7M
CPIG
267
Chicago Partners Investment Group
Illinois
$1.69M
COCM
268
Charter Oak Capital Management
New Hampshire
$1.65M
AQR Capital Management
269
AQR Capital Management
Connecticut
$1.65M
SFS
270
Sowell Financial Services
Arkansas
$1.62M
RFP
271
RCS Financial Planning
Maryland
$1.6M
TWP
272
Tempus Wealth Planning
California
$1.58M
SCA
273
Scott Capital Advisors
Oregon
$1.56M
GAM
274
Gould Asset Management
California
$1.56M
JFG
275
JMG Financial Group
Illinois
$1.55M