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