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iShares ESG Aware MSCI USA ETF

809 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, 259 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%)

15% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 303

Holders
809
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
CPP
426
Capasso Planning Partners
South Carolina
$674K
MWM
427
MBE Wealth Management
Wisconsin
$666K
IAA
428
Independent Advisor Alliance
North Carolina
$662K
GA
429
Greenspring Advisors
Maryland
$661K
VW
430
Veridan Wealth
Oregon
$660K
S
431
SignatureFD
Georgia
$653K
MFP
432
Meridian Financial Partners
Virginia
$644K
W
433
WealthCollab
Washington
$642K
RWP
434
RWA Wealth Partners
Massachusetts
$632K
DE
435
Diversified Enterprises
Delaware
$630K
EL
436
EQ LLC
Washington
$622K
OC
437
Oppenheimer & Co
New York
$621K
ACS
438
Archford Capital Strategies
Illinois
$615K
EWA
439
Emergent Wealth Advisors
New York
$612K
OPCM
440
Osborne Partners Capital Management
California
$608K
OPF
441
Old Peak Finance
North Carolina
$602K
MT
442
Midwest Trust
Kansas
$596K
AA
443
Ancora Advisors
Ohio
$595K
VA
444
Valmark Advisers
Ohio
$595K
BAM
445
Belpointe Asset Management
Nevada
$593K
CFIA
446
Cantor Fitzgerald Investment Advisors
New York
$592K
VA
447
VestGen Advisors
Illinois
$587K
AF
448
Advisornet Financial
Minnesota
$581K
OPWM
449
Oregon Pacific Wealth Management
Oregon
$577K
GVAG
450
Great Valley Advisor Group
Delaware
$576K