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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
CFG
401
Cornerstone Financial Group
Nebraska
$798K
TF
402
Theory Financial
Colorado
$797K
DA
403
Detalus Advisors
Missouri
$790K
SWM
404
Spire Wealth Management
Virginia
$777K
KF
405
Kelsey Financial
California
$776K
AL
406
Aspiriant LLC
California
$767K
Lido Advisors
407
Lido Advisors
California
$766K
LPAM
408
Lodestar Private Asset Management
California
$761K
RCA
409
Resonant Capital Advisors
Wisconsin
$752K
SL
410
Sentinus LLC
Illinois
$746K
EPW
411
Evolve Private Wealth
California
$739K
IWM
412
IHT Wealth Management
Illinois
$730K
CAAS
413
Capital Asset Advisory Services
Michigan
$723K
IF
414
Intrua Financial
Texas
$719K
BRWA
415
B. Riley Wealth Advisors
Florida
$715K
MWA
416
Motive Wealth Advisors
Michigan
$713K
AMG
417
APS Management Group
California
$711K
HFS
418
Howard Financial Services
Texas
$710K
MSFS
419
Main Street Financial Solutions
Pennsylvania
$709K
BFP
420
Brewster Financial Planning
New York
$707K
TPCW
421
TD Private Client Wealth
New York
$707K
US Bancorp
422
US Bancorp
Minnesota
$698K
GDP
423
Great Diamond Partners
Maine
$698K
USCWA
424
U.S. Capital Wealth Advisors
Texas
$696K
AWA
425
Asempa Wealth Advisors
Louisiana
$693K