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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

211% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 36

7% more funds holding

Funds holding: 775830 (+55)

0% more capital invested

Capital invested by funds: $11.8B → $11.8B (+$4.2M)

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

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
+55
Holders Change %
+7.1%
% of All Funds
10.1%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
112
Increased
265
Reduced
305
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
401
Cornerstone Financial Group
Nebraska
$798K -$52.2K -353 -6%
TF
402
Theory Financial
Colorado
$797K -$34.7K -235 -4%
DA
403
Detalus Advisors
Missouri
$790K -$3.7K -25 -0.5%
SWM
404
Spire Wealth Management
Virginia
$777K +$148 +1 +0%
KF
405
Kelsey Financial
California
$776K +$770K +5,207 New
AL
406
Aspiriant LLC
California
$767K +$9.46K +64 +1%
Lido Advisors
407
Lido Advisors
California
$766K +$22.8K +154 +3%
LPAM
408
Lodestar Private Asset Management
California
$761K -$24.7K -167 -3%
RCA
409
Resonant Capital Advisors
Wisconsin
$752K
SL
410
Sentinus LLC
Illinois
$746K +$18.6K +126 +3%
EPW
411
Evolve Private Wealth
California
$739K +$734K +4,961 New
IWM
412
IHT Wealth Management
Illinois
$730K +$1.92K +13 +0.3%
CAAS
413
Capital Asset Advisory Services
Michigan
$723K +$164K +1,110 +30%
IF
414
Intrua Financial
Texas
$719K +$8.13K +55 +1%
BRWA
415
B. Riley Wealth Advisors
Florida
$715K -$444 -3 -0.1%
MWA
416
Motive Wealth Advisors
Michigan
$713K +$708K +4,789 New
AMG
417
APS Management Group
California
$711K +$1.18K +8 +0.2%
HFS
418
Howard Financial Services
Texas
$710K +$1.33K +9 +0.2%
MSFS
419
Main Street Financial Solutions
Pennsylvania
$709K
BFP
420
Brewster Financial Planning
New York
$707K -$8.72K -59 -1%
TPCW
421
TD Private Client Wealth
New York
$707K -$12.6K -85 -2%
US Bancorp
422
US Bancorp
Minnesota
$698K +$191K +1,290 +38%
GDP
423
Great Diamond Partners
Maine
$698K -$66.7K -451 -9%
USCWA
424
U.S. Capital Wealth Advisors
Texas
$696K -$14.6K -99 -2%
AWA
425
Asempa Wealth Advisors
Louisiana
$693K +$687K +4,649 New