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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
KFP
351
Keener Financial Planning
Texas
$1.02M
PPW
352
Presilium Private Wealth
Pennsylvania
$1.02M
M&T Bank
353
M&T Bank
New York
$1.01M
FPGK
354
Financial Partners Group (Kansas)
Kansas
$1M
CC
355
Chicago Capital
Illinois
$998K
MA
356
MKT Advisors
California
$997K
BIA
357
Bigelow Investment Advisors
Maine
$990K
Vanguard Group
358
Vanguard Group
Pennsylvania
$986K
AI
359
Atria Investments
North Carolina
$982K
HFS
360
Hughes Financial Services
Virginia
$982K
AIM
361
Archer Investment Management
Texas
$966K
VA
362
Vident Advisory
Georgia
$945K
XPN
363
XY Planning Network
Montana
$945K
First Trust Advisors
364
First Trust Advisors
Illinois
$934K
LIA
365
LifePlan Investment Advisors
North Carolina
$926K
PFS
366
Prospera Financial Services
Texas
$921K
TIA
367
Traphagen Investment Advisors
New Jersey
$920K
WP
368
WealthShield Partners
North Carolina
$910K
WWM
369
Western Wealth Management
Colorado
$907K
WCFA
370
Walkner Condon Financial Advisors
Wisconsin
$906K
AG
371
Ascent Group
Virginia
$898K
AAM
372
Ameraudi Asset Management
New York
$897K
DWP
373
Destiny Wealth Partners
Florida
$895K
PTC
374
Private Trust Company
Ohio
$888K
RP
375
Riverwater Partners
Wisconsin
$888K