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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
FPGK
351
Financial Partners Group (Kansas)
Kansas
$1M
CC
352
Chicago Capital
Illinois
$998K
MA
353
MKT Advisors
California
$997K
BIA
354
Bigelow Investment Advisors
Maine
$990K
Vanguard Group
355
Vanguard Group
Pennsylvania
$986K
AI
356
Atria Investments
North Carolina
$982K
HFS
357
Hughes Financial Services
Virginia
$982K
AIM
358
Archer Investment Management
Texas
$966K
VA
359
Vident Advisory
Georgia
$945K
XPN
360
XY Planning Network
Montana
$945K
First Trust Advisors
361
First Trust Advisors
Illinois
$934K
LIA
362
LifePlan Investment Advisors
North Carolina
$926K
PFS
363
Prospera Financial Services
Texas
$921K
TIA
364
Traphagen Investment Advisors
New Jersey
$920K
WP
365
WealthShield Partners
North Carolina
$910K
WWM
366
Western Wealth Management
Colorado
$907K
WCFA
367
Walkner Condon Financial Advisors
Wisconsin
$906K
AG
368
Ascent Group
Virginia
$898K
AAM
369
Ameraudi Asset Management
New York
$897K
DWP
370
Destiny Wealth Partners
Florida
$895K
PTC
371
Private Trust Company
Ohio
$888K
RP
372
Riverwater Partners
Wisconsin
$888K
PCA
373
Pallas Capital Advisors
Massachusetts
$886K
JMNC
374
J. Mark Nickell & Co
Tennessee
$883K
SMWM
375
Silvia McColl Wealth Management
California
$876K