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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
TFO
451
Tarbox Family Office
California
$574K
SAI
452
Savvy Advisors Inc
New York
$574K
SF
453
Summit Financial
New Jersey
$573K
NBWM
454
North Berkeley Wealth Management
California
$573K
ACI
455
Alpha Cubed Investments
California
$572K
CIA
456
Capital Investment Advisors
Georgia
$572K
LWMI
457
Legacy Wealth Management (Idaho)
Idaho
$567K
LEA
458
Legacy Edge Advisors
New York
$566K
VWA
459
Visionary Wealth Advisors
Illinois
$565K
DWM
460
Destination Wealth Management
California
$564K
GFA
461
Godfrey Financial Associates
New York
$563K
EB
462
Eastern Bank
Massachusetts
$562K
GSWM
463
Golden State Wealth Management
California
$559K
CA
464
Chatterton & Associates
California
$559K
FIA
465
Foundations Investment Advisors
Arizona
$559K
SAM
466
Sherman Asset Management
California
$559K
LF
467
Lantz Financial
Illinois
$557K
RF
468
Rossby Financial
Florida
$556K
VNA
469
Valley National Advisers
Pennsylvania
$555K
ACA
470
Alpha Capital Advisors
Maine
$554K
TF
471
Trek Financial
Arizona
$552K
EC
472
Estate Counselors
Wisconsin
$551K
FGAM
473
Financial Gravity Asset Management
Texas
$550K
PFM
474
Peak Financial Management
Massachusetts
$549K
MFG
475
Magnus Financial Group
New York
$545K