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iShares ESG Aware MSCI USA ETF

818 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 104 funds opening new positions, 263 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 funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

1.63% less ownership

Funds ownership: 78.87%77.24% (-1.6%)

14% less repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 305

Holders
818
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
KF
401
Kelsey Financial
California
$776K
AL
402
Aspiriant LLC
California
$767K
Lido Advisors
403
Lido Advisors
California
$766K
LPAM
404
Lodestar Private Asset Management
California
$761K
VCP
405
Verus Capital Partners
Arizona
$760K
RCA
406
Resonant Capital Advisors
Wisconsin
$752K
SL
407
Sentinus LLC
Illinois
$746K
EPW
408
Evolve Private Wealth
California
$739K
IWM
409
IHT Wealth Management
Illinois
$730K
CAAS
410
Capital Asset Advisory Services
Michigan
$723K
IF
411
Intrua Financial
Texas
$719K
BRWA
412
B. Riley Wealth Advisors
Florida
$715K
MWA
413
Motive Wealth Advisors
Michigan
$713K
AMG
414
APS Management Group
California
$711K
HFS
415
Howard Financial Services
Texas
$710K
MSFS
416
Main Street Financial Solutions
Pennsylvania
$709K
BFP
417
Brewster Financial Planning
New York
$707K
TPCW
418
TD Private Client Wealth
New York
$707K
US Bancorp
419
US Bancorp
Minnesota
$698K
GDP
420
Great Diamond Partners
Maine
$698K
USCWA
421
U.S. Capital Wealth Advisors
Texas
$696K
AWA
422
Asempa Wealth Advisors
Louisiana
$693K
FA
423
FC Advisory
Pennsylvania
$691K
FFG
424
Fiduciary Financial Group
California
$688K
MHR
425
Matthew Hamilton Rosenberg
$686K