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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
XFP
301
Xena Financial Planning
Oregon
$1.37M
FFS
302
Founders Financial Securities
Maryland
$1.35M
BBA
303
BLB&B Advisors
Pennsylvania
$1.34M
ACM
304
Advisors Capital Management
New Jersey
$1.31M
SI
305
Stephens Inc
Arkansas
$1.3M
MAMG
306
Milestone Asset Management Group
Connecticut
$1.29M
AWM
307
Aprio Wealth Management
Georgia
$1.29M
WAL
308
W Advisors LLC
Tennessee
$1.28M
RCAG
309
Rehmann Capital Advisory Group
Michigan
$1.28M
KFSC
310
Keystone Financial Services (Colorado)
Colorado
$1.27M
WA
311
Wealth Alliance
New York
$1.27M
JC
312
JB Capital
Connecticut
$1.26M
BIG
313
Brookwood Investment Group
Arizona
$1.25M
CCFM
314
Clear Creek Financial Management
Washington
$1.23M
CTC
315
Central Trust Company
Missouri
$1.23M
IAIM
316
International Assets Investment Management
Florida
$1.22M
NA
317
Nottingham Advisors
New York
$1.21M
CA
318
CoreCap Advisors
Michigan
$1.21M
RIM
319
Ryan Investment Management
Colorado
$1.21M
SA
320
Sovran Advisors
California
$1.2M
EWA
321
EverSource Wealth Advisors
Alabama
$1.19M
CSPIA
322
Cary Street Partners Investment Advisory
Virginia
$1.19M
CWG
323
Crown Wealth Group
North Carolina
$1.19M
OGF
324
Orin Green Financial
California
$1.19M
WA
325
WBH Advisory
Maryland
$1.18M