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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
PCA
376
Pallas Capital Advisors
Massachusetts
$886K
JMNC
377
J. Mark Nickell & Co
Tennessee
$883K
SMWM
378
Silvia McColl Wealth Management
California
$876K
IA
379
IFG Advisory
Georgia
$876K
MWM
380
Meridian Wealth Management
Kentucky
$875K
XF
381
XML Financial
Maryland
$874K
PFGIA
382
Patriot Financial Group Insurance Agency
Massachusetts
$864K
FRA
383
Front Row Advisors
California
$863K
CI Investments Inc
384
CI Investments Inc
Ontario, Canada
$857K
QPWM
385
Quadrant Private Wealth Management
Pennsylvania
$855K
TWA
386
Talisman Wealth Advisors
New Jersey
$852K
BSB
387
Bangor Savings Bank
Maine
$851K
FF
388
Farrell Financial
New York
$847K
AWA
389
Aaron Wealth Advisors
Illinois
$845K
WA
390
Waverly Advisors
Alabama
$838K
IFG
391
Independent Financial Group
California
$837K
DWM
392
Diversify Wealth Management
Utah
$837K
BIA
393
Bell Investment Advisors
California
$826K
SPI
394
Sutton Place Investors
New York
$819K
MGP
395
Metis Global Partners
California
$818K
BCM
396
Becker Capital Management
Oregon
$818K
SRB
397
Shotwell Rutter Baer
Michigan
$813K
O3W
398
Omni 360 Wealth
New Jersey
$806K
PA
399
PFG Advisors
Arizona
$802K
IA
400
IFP Advisors
Florida
$800K