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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

211% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 36

7% more funds holding

Funds holding: 775830 (+55)

0% more capital invested

Capital invested by funds: $11.8B → $11.8B (+$4.2M)

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

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
+55
Holders Change %
+7.1%
% of All Funds
10.1%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
112
Increased
265
Reduced
305
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
326
Jones Financial Companies
Missouri
$1.17M +$311K +2,102 +36%
NB
327
NBT Bank
New York
$1.17M +$444 +3 +0.4%
AWP
328
Axis Wealth Partners
Rhode Island
$1.17M -$2.51K -17 -0.2%
RSWM
329
Robertson Stephens Wealth Management
California
$1.16M +$6.65K +45 +0.6%
MSA
330
Marino Stram & Associates
Massachusetts
$1.16M +$1.92K +13 +0.2%
MBFW
331
Morton Brown Family Wealth
Pennsylvania
$1.14M -$41.4K -280 -4%
RCS
332
Retirement Capital Strategies
California
$1.11M -$15.1K -102 -1%
AC
333
AlphaCore Capital
California
$1.11M +$97K +656 +10%
ST
334
Sentinel Trust
Texas
$1.1M -$18.9K -128 -2%
FWP
335
Firethorn Wealth Partners
Georgia
$1.1M -$1.48K -10 -0.1%
SAM
336
Strategy Asset Managers
California
$1.1M -$15.8K -107 -1%
MHB
337
Midwest Heritage Bank
Iowa
$1.09M -$111K -749 -9%
KL
338
KilterHowling LLC
Colorado
$1.08M -$41.1K -278 -4%
TWCA
339
Two West Capital Advisors
Kansas
$1.08M -$45.8K -310 -4%
KP
340
Keel Point
Alabama
$1.08M
CAM
341
Cresset Asset Management
Illinois
$1.06M +$10.2K +69 +1%
ACA
342
American Capital Advisory
Idaho
$1.05M +$3.25K +22 +0.3%
TWM
343
TSA Wealth Management
Texas
$1.05M
SG
344
StoneX Group
New York
$1.04M +$472K +3,191 +84%
MFA
345
McClarren Financial Advisors
Pennsylvania
$1.04M -$165K -1,118 -23%
MNA
346
Manning & Napier Advisors
New York
$1.04M -$112K -755 -10%
EFL
347
ERn Financial LLC
Wisconsin
$1.04M -$17.6K -119 -2%
DADC
348
D.A. Davidson & Co
Montana
$1.03M -$113K -763 -10%
OWCM
349
One Wealth Capital Management
Arizona
$1.02M -$240K -1,620 -19%
LOIP
350
Live Oak Investment Partners
Texas
$1.02M +$173K +1,170 +21%