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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
ACM
301
Advisors Capital Management
New Jersey
$1.31M
SI
302
Stephens Inc
Arkansas
$1.3M
MAMG
303
Milestone Asset Management Group
Connecticut
$1.29M
AWM
304
Aprio Wealth Management
Georgia
$1.29M
WAL
305
W Advisors LLC
Tennessee
$1.28M
KFSC
306
Keystone Financial Services (Colorado)
Colorado
$1.27M
WA
307
Wealth Alliance
New York
$1.27M
JC
308
JB Capital
Connecticut
$1.26M
BIG
309
Brookwood Investment Group
Arizona
$1.25M
CCFM
310
Clear Creek Financial Management
Washington
$1.23M
CTC
311
Central Trust Company
Missouri
$1.23M
IAIM
312
International Assets Investment Management
Florida
$1.22M
NA
313
Nottingham Advisors
New York
$1.21M
CA
314
CoreCap Advisors
Michigan
$1.21M
RIM
315
Ryan Investment Management
Colorado
$1.21M
SA
316
Sovran Advisors
California
$1.2M
EWA
317
EverSource Wealth Advisors
Alabama
$1.19M
CSPIA
318
Cary Street Partners Investment Advisory
Virginia
$1.19M
CWG
319
Crown Wealth Group
North Carolina
$1.19M
OGF
320
Orin Green Financial
California
$1.19M
WA
321
WBH Advisory
Maryland
$1.18M
Jones Financial Companies
322
Jones Financial Companies
Missouri
$1.17M
NB
323
NBT Bank
New York
$1.17M
AWP
324
Axis Wealth Partners
Rhode Island
$1.17M
RSWM
325
Robertson Stephens Wealth Management
California
$1.16M