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iShares ESG Aware MSCI USA ETF

810 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, 260 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%)

14% less repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 303

Holders
810
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
MSA
326
Marino Stram & Associates
Massachusetts
$1.16M
MBFW
327
Morton Brown Family Wealth
Pennsylvania
$1.14M
RCS
328
Retirement Capital Strategies
California
$1.11M
AC
329
AlphaCore Capital
California
$1.11M
ST
330
Sentinel Trust
Texas
$1.1M
FWP
331
Firethorn Wealth Partners
Georgia
$1.1M
SAM
332
Strategy Asset Managers
California
$1.1M
MHB
333
Midwest Heritage Bank
Iowa
$1.09M
KL
334
KilterHowling LLC
Colorado
$1.08M
TWCA
335
Two West Capital Advisors
Kansas
$1.08M
KP
336
Keel Point
Alabama
$1.08M
CAM
337
Cresset Asset Management
Illinois
$1.06M
ACA
338
American Capital Advisory
Idaho
$1.05M
TWM
339
TSA Wealth Management
Texas
$1.05M
SG
340
StoneX Group
New York
$1.04M
MFA
341
McClarren Financial Advisors
Pennsylvania
$1.04M
MNA
342
Manning & Napier Advisors
New York
$1.04M
EFL
343
ERn Financial LLC
Wisconsin
$1.04M
DADC
344
D.A. Davidson & Co
Montana
$1.03M
OWCM
345
One Wealth Capital Management
Arizona
$1.02M
LOIP
346
Live Oak Investment Partners
Texas
$1.02M
KFP
347
Keener Financial Planning
Texas
$1.02M
PPW
348
Presilium Private Wealth
Pennsylvania
$1.02M
M&T Bank
349
M&T Bank
New York
$1.01M
FPGK
350
Financial Partners Group (Kansas)
Kansas
$1M