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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
CC
351
Chicago Capital
Illinois
$998K
MA
352
MKT Advisors
California
$997K
BIA
353
Bigelow Investment Advisors
Maine
$990K
Vanguard Group
354
Vanguard Group
Pennsylvania
$986K
AI
355
Atria Investments
North Carolina
$982K
HFS
356
Hughes Financial Services
Virginia
$982K
AIM
357
Archer Investment Management
Texas
$966K
VA
358
Vident Advisory
Georgia
$945K
XPN
359
XY Planning Network
Montana
$945K
First Trust Advisors
360
First Trust Advisors
Illinois
$934K
LIA
361
LifePlan Investment Advisors
North Carolina
$926K
PFS
362
Prospera Financial Services
Texas
$921K
TIA
363
Traphagen Investment Advisors
New Jersey
$920K
WP
364
WealthShield Partners
North Carolina
$910K
WWM
365
Western Wealth Management
Colorado
$907K
WCFA
366
Walkner Condon Financial Advisors
Wisconsin
$906K
AG
367
Ascent Group
Virginia
$898K
AAM
368
Ameraudi Asset Management
New York
$897K
DWP
369
Destiny Wealth Partners
Florida
$895K
PTC
370
Private Trust Company
Ohio
$888K
RP
371
Riverwater Partners
Wisconsin
$888K
PCA
372
Pallas Capital Advisors
Massachusetts
$886K
JMNC
373
J. Mark Nickell & Co
Tennessee
$883K
SMWM
374
Silvia McColl Wealth Management
California
$876K
IA
375
IFG Advisory
Georgia
$876K