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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
KWM
426
Kingsview Wealth Management
Oregon
$685K
CPP
427
Capasso Planning Partners
South Carolina
$674K
MWM
428
MBE Wealth Management
Wisconsin
$666K
IAA
429
Independent Advisor Alliance
North Carolina
$662K
GA
430
Greenspring Advisors
Maryland
$661K
VW
431
Veridan Wealth
Oregon
$660K
S
432
SignatureFD
Georgia
$653K
MFP
433
Meridian Financial Partners
Virginia
$644K
W
434
WealthCollab
Washington
$642K
RWP
435
RWA Wealth Partners
Massachusetts
$632K
DE
436
Diversified Enterprises
Delaware
$630K
EL
437
EQ LLC
Washington
$622K
OC
438
Oppenheimer & Co
New York
$621K
ACS
439
Archford Capital Strategies
Illinois
$615K
EWA
440
Emergent Wealth Advisors
New York
$612K
OPCM
441
Osborne Partners Capital Management
California
$608K
OPF
442
Old Peak Finance
North Carolina
$602K
MT
443
Midwest Trust
Kansas
$596K
AA
444
Ancora Advisors
Ohio
$595K
VA
445
Valmark Advisers
Ohio
$595K
BAM
446
Belpointe Asset Management
Nevada
$593K
CFIA
447
Cantor Fitzgerald Investment Advisors
New York
$592K
AA
448
Armis Advisers
Georgia
$587K
VA
449
VestGen Advisors
Illinois
$587K
AF
450
Advisornet Financial
Minnesota
$581K