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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
UBS Group
26
UBS Group
Switzerland
$43.9M
I
27
IMPACTfolio
Colorado
$43.1M
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$41.4M
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$41.1M
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$40.2M
AA
31
Alesco Advisors
New York
$37.1M
Fidelity Investments
32
Fidelity Investments
Massachusetts
$34.8M
KeyBank National Association
33
KeyBank National Association
Ohio
$33.7M
MWM
34
Mission Wealth Management
California
$33.6M
BCM
35
Brookstone Capital Management
Illinois
$33.3M
Raymond James Financial
36
Raymond James Financial
Florida
$33.1M
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$31.8M
PAS
38
Park Avenue Securities
New York
$30.7M
Osaic Holdings
39
Osaic Holdings
Arizona
$30.1M
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$28.6M
ATPW
41
Ashton Thomas Private Wealth
Arizona
$27.9M
Truist Financial
42
Truist Financial
North Carolina
$27.2M
MML Investors Services
43
MML Investors Services
Massachusetts
$27.2M
JIC
44
Joel Isaacson & Co
New York
$26.3M
AllianceBernstein
45
AllianceBernstein
Tennessee
$25.9M
CGL
46
Clarius Group LLC
Washington
$25.1M
RCG
47
Rock Creek Group
District of Columbia
$24M
SHGA
48
Sand Hill Global Advisors
California
$23.1M
ACA
49
Affinity Capital Advisors
California
$22.4M
EFG
50
Erickson Financial Group
Pennsylvania
$19.9M