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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
MWM
376
Meridian Wealth Management
Kentucky
$875K
XF
377
XML Financial
Maryland
$874K
PFGIA
378
Patriot Financial Group Insurance Agency
Massachusetts
$864K
FRA
379
Front Row Advisors
California
$863K
CI Investments Inc
380
CI Investments Inc
Ontario, Canada
$857K
QPWM
381
Quadrant Private Wealth Management
Pennsylvania
$855K
TWA
382
Talisman Wealth Advisors
New Jersey
$852K
BSB
383
Bangor Savings Bank
Maine
$851K
FF
384
Farrell Financial
New York
$847K
AWA
385
Aaron Wealth Advisors
Illinois
$845K
WA
386
Waverly Advisors
Alabama
$838K
DWM
387
Diversify Wealth Management
Utah
$837K
BIA
388
Bell Investment Advisors
California
$826K
SPI
389
Sutton Place Investors
New York
$819K
MGP
390
Metis Global Partners
California
$818K
BCM
391
Becker Capital Management
Oregon
$818K
SRB
392
Shotwell Rutter Baer
Michigan
$813K
O3W
393
Omni 360 Wealth
New Jersey
$806K
PA
394
PFG Advisors
Arizona
$802K
IA
395
IFP Advisors
Florida
$800K
CFG
396
Cornerstone Financial Group
Nebraska
$798K
TF
397
Theory Financial
Colorado
$797K
DA
398
Detalus Advisors
Missouri
$790K
SWM
399
Spire Wealth Management
Virginia
$777K
KF
400
Kelsey Financial
California
$776K