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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
FA
426
FC Advisory
Pennsylvania
$691K
FFG
427
Fiduciary Financial Group
California
$688K
MHR
428
Matthew Hamilton Rosenberg
$686K
KWM
429
Kingsview Wealth Management
Oregon
$685K
CPP
430
Capasso Planning Partners
South Carolina
$674K
MWM
431
MBE Wealth Management
Wisconsin
$666K
IAA
432
Independent Advisor Alliance
North Carolina
$662K
GA
433
Greenspring Advisors
Maryland
$661K
VW
434
Veridan Wealth
Oregon
$660K
S
435
SignatureFD
Georgia
$653K
MFP
436
Meridian Financial Partners
Virginia
$644K
W
437
WealthCollab
Washington
$642K
RWP
438
RWA Wealth Partners
Massachusetts
$632K
DE
439
Diversified Enterprises
Delaware
$630K
EL
440
EQ LLC
Washington
$622K
OC
441
Oppenheimer & Co
New York
$621K
ACS
442
Archford Capital Strategies
Illinois
$615K
EWA
443
Emergent Wealth Advisors
New York
$612K
OPCM
444
Osborne Partners Capital Management
California
$608K
OPF
445
Old Peak Finance
North Carolina
$602K
MT
446
Midwest Trust
Kansas
$596K
AA
447
Ancora Advisors
Ohio
$595K
VA
448
Valmark Advisers
Ohio
$595K
BAM
449
Belpointe Asset Management
Nevada
$593K
CFIA
450
Cantor Fitzgerald Investment Advisors
New York
$592K