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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
CB
476
Commerce Bank
Missouri
$543K
RFP
477
Root Financial Partners
California
$541K
BAAM
478
Baker Avenue Asset Management
California
$540K
QC
479
Quent Capital
New York
$535K
QLSGSCF
480
Quent Long Short Global Small Cap Fund
New York
$535K
GWP
481
Gateway Wealth Partners
Wisconsin
$534K
CAAM
482
Cornerstone Advisors Asset Management
Pennsylvania
$529K
CWM
483
Curtis Wealth Management
Nevada
$529K
LW
484
Libra Wealth
California
$528K
SPWG
485
Syntegra Private Wealth Group
Missouri
$525K
KWA
486
Kingswood Wealth Advisors
California
$524K
GC
487
Grimes & Company
Massachusetts
$524K
HFO
488
Heritage Family Offices
Arizona
$518K
5W
489
5T Wealth
California
$514K
LWPC
490
Legacy Wealth Partners (Colorado)
Colorado
$512K
RWM
491
RKL Wealth Management
Pennsylvania
$511K
CSP
492
Cary Street Partners
Virginia
$506K
CAL
493
Capital Analysts LLC
Pennsylvania
$504K
CWAI
494
Core Wealth Advisors (Indiana)
Indiana
$501K
CIBC Private Wealth Group
495
CIBC Private Wealth Group
Georgia
$497K
TWM
496
Tanager Wealth Management
United Kingdom
$491K
SFG
497
Sovereign Financial Group
Connecticut
$491K
CG
498
Caprock Group
Idaho
$490K
CI
499
CX Institutional
Indiana
$489K
BWA
500
BCU Wealth Advisors
Illinois
$487K