ESGU icon

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
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
RCAG
306
Rehmann Capital Advisory Group
Michigan
$1.28M
KFSC
307
Keystone Financial Services (Colorado)
Colorado
$1.27M
WA
308
Wealth Alliance
New York
$1.27M
JC
309
JB Capital
Connecticut
$1.26M
BIG
310
Brookwood Investment Group
Arizona
$1.25M
CCFM
311
Clear Creek Financial Management
Washington
$1.23M
CTC
312
Central Trust Company
Missouri
$1.23M
IAIM
313
International Assets Investment Management
Florida
$1.22M
NA
314
Nottingham Advisors
New York
$1.21M
CA
315
CoreCap Advisors
Michigan
$1.21M
RIM
316
Ryan Investment Management
Colorado
$1.21M
SA
317
Sovran Advisors
California
$1.2M
EWA
318
EverSource Wealth Advisors
Alabama
$1.19M
CSPIA
319
Cary Street Partners Investment Advisory
Virginia
$1.19M
CWG
320
Crown Wealth Group
North Carolina
$1.19M
OGF
321
Orin Green Financial
California
$1.19M
WA
322
WBH Advisory
Maryland
$1.18M
Jones Financial Companies
323
Jones Financial Companies
Missouri
$1.17M
NB
324
NBT Bank
New York
$1.17M
AWP
325
Axis Wealth Partners
Rhode Island
$1.17M