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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
Baird Financial Group
276
Baird Financial Group
Wisconsin
$1.55M
OCA
277
OpenArc Corporate Advisory
Georgia
$1.54M
TCA
278
Transcend Capital Advisors
New Jersey
$1.53M
HT
279
Headlands Technologies
Illinois
$1.52M
WWG
280
West Wealth Group
California
$1.51M
SFG
281
SNS Financial Group
Minnesota
$1.51M
OFP
282
OLIO Financial Planning
Virginia
$1.5M
SVWG
283
Shared Vision Wealth Group
United States
$1.5M
GWMR
284
GC Wealth Management RIA
Massachusetts
$1.48M
KPWS
285
Kestra Private Wealth Services
Texas
$1.47M
DAS
286
Dynamic Advisor Solutions
Arizona
$1.47M
KV
287
Kickstand Ventures
New York
$1.47M
RFA
288
RTD Financial Advisors
Pennsylvania
$1.47M
VT
289
Vise Technologies
New York
$1.45M
HPM
290
Hoxton Planning & Management
West Virginia
$1.44M
MWM
291
Modern Wealth Management
Kansas
$1.44M
WFS
292
WealthGarden F.S.
California
$1.44M
CA
293
CWC Advisors
Oregon
$1.41M
PAI
294
Pittenger & Anderson Inc
Nebraska
$1.38M
Comerica Bank
295
Comerica Bank
Texas
$1.38M
CIA
296
Compass Ion Advisors
Pennsylvania
$1.38M
SP
297
Symmetry Partners
Connecticut
$1.37M
XFP
298
Xena Financial Planning
Oregon
$1.37M
FFS
299
Founders Financial Securities
Maryland
$1.35M
BBA
300
BLB&B Advisors
Pennsylvania
$1.34M