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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
PFM
476
Peak Financial Management
Massachusetts
$549K
MFG
477
Magnus Financial Group
New York
$545K
CB
478
Commerce Bank
Missouri
$543K
RFP
479
Root Financial Partners
California
$541K
BAAM
480
Baker Avenue Asset Management
California
$540K
QC
481
Quent Capital
New York
$535K
QLSGSCF
482
Quent Long Short Global Small Cap Fund
New York
$535K
GWP
483
Gateway Wealth Partners
Wisconsin
$534K
CAAM
484
Cornerstone Advisors Asset Management
Pennsylvania
$529K
CWM
485
Curtis Wealth Management
Nevada
$529K
LW
486
Libra Wealth
California
$528K
SPWG
487
Syntegra Private Wealth Group
Missouri
$525K
KWA
488
Kingswood Wealth Advisors
California
$524K
GC
489
Grimes & Company
Massachusetts
$524K
HFO
490
Heritage Family Offices
Arizona
$518K
5W
491
5T Wealth
California
$514K
LWPC
492
Legacy Wealth Partners (Colorado)
Colorado
$512K
RWM
493
RKL Wealth Management
Pennsylvania
$511K
CSP
494
Cary Street Partners
Virginia
$506K
CAL
495
Capital Analysts LLC
Pennsylvania
$504K
CWAI
496
Core Wealth Advisors (Indiana)
Indiana
$501K
CIBC Private Wealth Group
497
CIBC Private Wealth Group
Georgia
$497K
NAS
498
NWF Advisory Services
California
$492K
TWM
499
Tanager Wealth Management
United Kingdom
$491K
SFG
500
Sovereign Financial Group
Connecticut
$491K