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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
GAM
276
Gould Asset Management
California
$1.56M
JFG
277
JMG Financial Group
Illinois
$1.55M
Baird Financial Group
278
Baird Financial Group
Wisconsin
$1.55M
OCA
279
OpenArc Corporate Advisory
Georgia
$1.54M
TCA
280
Transcend Capital Advisors
New Jersey
$1.53M
HT
281
Headlands Technologies
Illinois
$1.52M
WWG
282
West Wealth Group
California
$1.51M
SFG
283
SNS Financial Group
Minnesota
$1.51M
OFP
284
OLIO Financial Planning
Virginia
$1.5M
SVWG
285
Shared Vision Wealth Group
United States
$1.5M
GWMR
286
GC Wealth Management RIA
Massachusetts
$1.48M
KPWS
287
Kestra Private Wealth Services
Texas
$1.47M
DAS
288
Dynamic Advisor Solutions
Arizona
$1.47M
KV
289
Kickstand Ventures
New York
$1.47M
RFA
290
RTD Financial Advisors
Pennsylvania
$1.47M
VT
291
Vise Technologies
New York
$1.45M
HPM
292
Hoxton Planning & Management
West Virginia
$1.44M
MWM
293
Modern Wealth Management
Kansas
$1.44M
WFS
294
WealthGarden F.S.
California
$1.44M
CWM
295
Contango Wealth Management
California
$1.41M
CA
296
CWC Advisors
Oregon
$1.41M
PAI
297
Pittenger & Anderson Inc
Nebraska
$1.38M
Comerica Bank
298
Comerica Bank
Texas
$1.38M
CIA
299
Compass Ion Advisors
Pennsylvania
$1.38M
SP
300
Symmetry Partners
Connecticut
$1.37M