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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
VBFP
526
Valtinson Bruner Financial Planning
Minnesota
$432K
NS
527
Northland Securities
Minnesota
$430K
BWMG
528
Barnes Wealth Management Group
California
$429K
SPP
529
Single Point Partners
Massachusetts
$427K
FF
530
Finley Financial
Nevada
$426K
NCM
531
Northwest Capital Management
Oregon
$422K
WHCI
532
W.H. Cornerstone Investments
Massachusetts
$421K
FPCP
533
Fort Point Capital Partners
California
$420K
AFG
534
ABLE Financial Group
Arizona
$418K
CFG
535
Citizens Financial Group
Rhode Island
$417K
PF
536
Prosperitas Financial
California
$415K
Qube Research & Technologies (QRT)
537
Qube Research & Technologies (QRT)
United Kingdom
$415K
JIC
538
Johnson Investment Counsel
Ohio
$415K
EFS
539
Essex Financial Services
Connecticut
$414K
CWM
540
Cornerstone Wealth Management
Missouri
$414K
VWM
541
Venturi Wealth Management
Texas
$414K
TW
542
Traveka Wealth
California
$412K
Barclays
543
Barclays
United Kingdom
$411K
FCH
544
Freestone Capital Holdings
Washington
$409K
SEIA
545
Signature Estate & Investment Advisors
California
$409K
WAM
546
Weinberger Asset Management
California
$408K
CAG
547
Csenge Advisory Group
Florida
$402K
VCM
548
Vivaldi Capital Management
Illinois
$394K
NWP
549
NerdWallet Wealth Partners
New York
$393K
WPW
550
Waldron Private Wealth
Pennsylvania
$391K