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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
Jones Financial Companies
326
Jones Financial Companies
Missouri
$1.17M
NB
327
NBT Bank
New York
$1.17M
AWP
328
Axis Wealth Partners
Rhode Island
$1.17M
RSWM
329
Robertson Stephens Wealth Management
California
$1.16M
MSA
330
Marino Stram & Associates
Massachusetts
$1.16M
MBFW
331
Morton Brown Family Wealth
Pennsylvania
$1.14M
RCS
332
Retirement Capital Strategies
California
$1.11M
AC
333
AlphaCore Capital
California
$1.11M
ST
334
Sentinel Trust
Texas
$1.1M
FWP
335
Firethorn Wealth Partners
Georgia
$1.1M
SAM
336
Strategy Asset Managers
California
$1.1M
MHB
337
Midwest Heritage Bank
Iowa
$1.09M
KL
338
KilterHowling LLC
Colorado
$1.08M
TWCA
339
Two West Capital Advisors
Kansas
$1.08M
KP
340
Keel Point
Alabama
$1.08M
CAM
341
Cresset Asset Management
Illinois
$1.06M
ACA
342
American Capital Advisory
Idaho
$1.05M
TWM
343
TSA Wealth Management
Texas
$1.05M
SG
344
StoneX Group
New York
$1.04M
MFA
345
McClarren Financial Advisors
Pennsylvania
$1.04M
MNA
346
Manning & Napier Advisors
New York
$1.04M
EFL
347
ERn Financial LLC
Wisconsin
$1.04M
DADC
348
D.A. Davidson & Co
Montana
$1.03M
OWCM
349
One Wealth Capital Management
Arizona
$1.02M
LOIP
350
Live Oak Investment Partners
Texas
$1.02M