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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
AL
401
Aspiriant LLC
California
$767K
Lido Advisors
402
Lido Advisors
California
$766K
LPAM
403
Lodestar Private Asset Management
California
$761K
VCP
404
Verus Capital Partners
Arizona
$760K
RCA
405
Resonant Capital Advisors
Wisconsin
$752K
SL
406
Sentinus LLC
Illinois
$746K
EPW
407
Evolve Private Wealth
California
$739K
IWM
408
IHT Wealth Management
Illinois
$730K
CAAS
409
Capital Asset Advisory Services
Michigan
$723K
IF
410
Intrua Financial
Texas
$719K
BRWA
411
B. Riley Wealth Advisors
Florida
$715K
MWA
412
Motive Wealth Advisors
Michigan
$713K
AMG
413
APS Management Group
California
$711K
HFS
414
Howard Financial Services
Texas
$710K
MSFS
415
Main Street Financial Solutions
Pennsylvania
$709K
BFP
416
Brewster Financial Planning
New York
$707K
TPCW
417
TD Private Client Wealth
New York
$707K
US Bancorp
418
US Bancorp
Minnesota
$698K
GDP
419
Great Diamond Partners
Maine
$698K
USCWA
420
U.S. Capital Wealth Advisors
Texas
$696K
AWA
421
Asempa Wealth Advisors
Louisiana
$693K
FA
422
FC Advisory
Pennsylvania
$691K
FFG
423
Fiduciary Financial Group
California
$688K
MHR
424
Matthew Hamilton Rosenberg
$686K
KWM
425
Kingsview Wealth Management
Oregon
$685K