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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
TF
476
Trek Financial
Arizona
$552K
EC
477
Estate Counselors
Wisconsin
$551K
FGAM
478
Financial Gravity Asset Management
Texas
$550K
PFM
479
Peak Financial Management
Massachusetts
$549K
MFG
480
Magnus Financial Group
New York
$545K
CB
481
Commerce Bank
Missouri
$543K
RFP
482
Root Financial Partners
California
$541K
BAAM
483
Baker Avenue Asset Management
California
$540K
BWA
484
Basecamp Wealth Advisors
Washington
$536K
QC
485
Quent Capital
New York
$535K
QLSGSCF
486
Quent Long Short Global Small Cap Fund
New York
$535K
GWP
487
Gateway Wealth Partners
Wisconsin
$534K
CAAM
488
Cornerstone Advisors Asset Management
Pennsylvania
$529K
CWM
489
Curtis Wealth Management
Nevada
$529K
LW
490
Libra Wealth
California
$528K
SPWG
491
Syntegra Private Wealth Group
Missouri
$525K
KWA
492
Kingswood Wealth Advisors
California
$524K
GC
493
Grimes & Company
Massachusetts
$524K
HFO
494
Heritage Family Offices
Arizona
$518K
5W
495
5T Wealth
California
$514K
LWPC
496
Legacy Wealth Partners (Colorado)
Colorado
$512K
RWM
497
RKL Wealth Management
Pennsylvania
$511K
VR
498
Vision Retirement
New Jersey
$507K
CSP
499
Cary Street Partners
Virginia
$506K
CAL
500
Capital Analysts LLC
Pennsylvania
$504K