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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
OPWM
451
Oregon Pacific Wealth Management
Oregon
$577K
GVAG
452
Great Valley Advisor Group
Delaware
$576K
TFO
453
Tarbox Family Office
California
$574K
SAI
454
Savvy Advisors Inc
New York
$574K
SF
455
Summit Financial
New Jersey
$573K
NBWM
456
North Berkeley Wealth Management
California
$573K
ACI
457
Alpha Cubed Investments
California
$572K
CIA
458
Capital Investment Advisors
Georgia
$572K
LWMI
459
Legacy Wealth Management (Idaho)
Idaho
$567K
LEA
460
Legacy Edge Advisors
New York
$566K
VWA
461
Visionary Wealth Advisors
Illinois
$565K
DWM
462
Destination Wealth Management
California
$564K
GFA
463
Godfrey Financial Associates
New York
$563K
EB
464
Eastern Bank
Massachusetts
$562K
GSWM
465
Golden State Wealth Management
California
$559K
CA
466
Chatterton & Associates
California
$559K
FIA
467
Foundations Investment Advisors
Arizona
$559K
SAM
468
Sherman Asset Management
California
$559K
LF
469
Lantz Financial
Illinois
$557K
RF
470
Rossby Financial
Florida
$556K
VNA
471
Valley National Advisers
Pennsylvania
$555K
ACA
472
Alpha Capital Advisors
Maine
$554K
TF
473
Trek Financial
Arizona
$552K
EC
474
Estate Counselors
Wisconsin
$551K
FGAM
475
Financial Gravity Asset Management
Texas
$550K