ESGU icon

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
CG
501
Caprock Group
Idaho
$490K
CI
502
CX Institutional
Indiana
$489K
BWA
503
BCU Wealth Advisors
Illinois
$487K
T
504
Tableaux
Massachusetts
$482K
FNB
505
Farmers National Bank
Kentucky
$479K
SYBT
506
Stock Yards Bank & Trust
Kentucky
$476K
WAP
507
Wealthcare Advisory Partners
Pennsylvania
$475K
GWP
508
Gen-Wealth Partners
Michigan
$474K
Invesco
509
Invesco
Georgia
$471K
AAA
510
Andrews Advisory Associates
Hawaii
$471K
ST
511
Smithfield Trust
Pennsylvania
$469K
AF
512
ASL Financial
California
$467K
PP
513
PDS Planning
Ohio
$467K
B
514
Bailard
California
$466K
MG
515
Mather Group
Illinois
$458K
BFG
516
Broussard Financial Group
Louisiana
$458K
GFWA
517
Grey Fox Wealth Advisors
Delaware
$456K
PC
518
Payne Capital
Oregon
$455K
PS
519
Principal Securities
Iowa
$454K
PWS
520
Precision Wealth Strategies
Missouri
$453K
SDJVC
521
St. Denis J. Villere & Co
Louisiana
$447K
FMN
522
Financial Management Network
California
$446K
ECM
523
Evergreen Capital Management
Washington
$446K
LLWM
524
Life Line Wealth Management
California
$442K
LAA
525
Liberty Atlantic Advisors
Texas
$438K