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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
PWS
526
Precision Wealth Strategies
Missouri
$453K
SDJVC
527
St. Denis J. Villere & Co
Louisiana
$447K
VCP
528
Verus Capital Partners
Arizona
$446K
FMN
529
Financial Management Network
California
$446K
ECM
530
Evergreen Capital Management
Washington
$446K
LLWM
531
Life Line Wealth Management
California
$442K
LAA
532
Liberty Atlantic Advisors
Texas
$438K
VBFP
533
Valtinson Bruner Financial Planning
Minnesota
$432K
NS
534
Northland Securities
Minnesota
$430K
BWMG
535
Barnes Wealth Management Group
California
$429K
SPP
536
Single Point Partners
Massachusetts
$427K
FF
537
Finley Financial
Nevada
$426K
NCM
538
Northwest Capital Management
Oregon
$422K
WHCI
539
W.H. Cornerstone Investments
Massachusetts
$421K
FPCP
540
Fort Point Capital Partners
California
$420K
AFG
541
ABLE Financial Group
Arizona
$418K
CFG
542
Citizens Financial Group
Rhode Island
$417K
PF
543
Prosperitas Financial
California
$415K
Qube Research & Technologies (QRT)
544
Qube Research & Technologies (QRT)
United Kingdom
$415K
JIC
545
Johnson Investment Counsel
Ohio
$415K
EFS
546
Essex Financial Services
Connecticut
$414K
CWM
547
Cornerstone Wealth Management
Missouri
$414K
VWM
548
Venturi Wealth Management
Texas
$414K
TW
549
Traveka Wealth
California
$412K
Barclays
550
Barclays
United Kingdom
$411K