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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
T
501
Tableaux
Massachusetts
$482K
SYBT
502
Stock Yards Bank & Trust
Kentucky
$476K
WAP
503
Wealthcare Advisory Partners
Pennsylvania
$475K
GWP
504
Gen-Wealth Partners
Michigan
$474K
Invesco
505
Invesco
Georgia
$471K
AAA
506
Andrews Advisory Associates
Hawaii
$471K
ST
507
Smithfield Trust
Pennsylvania
$469K
AF
508
ASL Financial
California
$467K
PP
509
PDS Planning
Ohio
$467K
B
510
Bailard
California
$466K
MG
511
Mather Group
Illinois
$458K
BFG
512
Broussard Financial Group
Louisiana
$458K
GFWA
513
Grey Fox Wealth Advisors
Delaware
$456K
PC
514
Payne Capital
Oregon
$455K
PS
515
Principal Securities
Iowa
$454K
PWS
516
Precision Wealth Strategies
Missouri
$453K
SDJVC
517
St. Denis J. Villere & Co
Louisiana
$447K
FMN
518
Financial Management Network
California
$446K
ECM
519
Evergreen Capital Management
Washington
$446K
LLWM
520
Life Line Wealth Management
California
$442K
LAA
521
Liberty Atlantic Advisors
Texas
$438K
VBFP
522
Valtinson Bruner Financial Planning
Minnesota
$432K
NS
523
Northland Securities
Minnesota
$430K
BWMG
524
Barnes Wealth Management Group
California
$429K
SPP
525
Single Point Partners
Massachusetts
$427K