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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
AA
451
Armis Advisers
Georgia
$587K
VA
452
VestGen Advisors
Illinois
$587K
AF
453
Advisornet Financial
Minnesota
$581K
OPWM
454
Oregon Pacific Wealth Management
Oregon
$577K
GVAG
455
Great Valley Advisor Group
Delaware
$576K
TFO
456
Tarbox Family Office
California
$574K
SAI
457
Savvy Advisors Inc
New York
$574K
SF
458
Summit Financial
New Jersey
$573K
NBWM
459
North Berkeley Wealth Management
California
$573K
ACI
460
Alpha Cubed Investments
California
$572K
CIA
461
Capital Investment Advisors
Georgia
$572K
LWMI
462
Legacy Wealth Management (Idaho)
Idaho
$567K
LEA
463
Legacy Edge Advisors
New York
$566K
VWA
464
Visionary Wealth Advisors
Illinois
$565K
DWM
465
Destination Wealth Management
California
$564K
GFA
466
Godfrey Financial Associates
New York
$563K
EB
467
Eastern Bank
Massachusetts
$562K
GSWM
468
Golden State Wealth Management
California
$559K
CA
469
Chatterton & Associates
California
$559K
FIA
470
Foundations Investment Advisors
Arizona
$559K
SAM
471
Sherman Asset Management
California
$559K
LF
472
Lantz Financial
Illinois
$557K
RF
473
Rossby Financial
Florida
$556K
VNA
474
Valley National Advisers
Pennsylvania
$555K
ACA
475
Alpha Capital Advisors
Maine
$554K