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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
AMM
551
American Money Management
California
$385K
ODIJL
552
One Day In July LLC
Vermont
$382K
CWM
553
Chesapeake Wealth Management
Virginia
$382K
LFG
554
Leverty Financial Group
Wisconsin
$380K
SPIO
555
Seven Post Investment Office
California
$377K
WB
556
WesBanco Bank
West Virginia
$373K
PIA
557
Polaris Investment Advisors
Massachusetts
$372K
EWM
558
Elevation Wealth Management
Minnesota
$367K
EGWAG
559
Elwood & Goetz Wealth Advisory Group
Georgia
$363K
ATC
560
Argent Trust Co
Tennessee
$362K
CFS
561
CGC Financial Services
Oregon
$361K
SB
562
Semitam Bonam
New York
$359K
Squarepoint
563
Squarepoint
New York
$358K
AWS
564
Aspen Wealth Strategies
Colorado
$357K
XT
565
XTX Topco
Cayman Islands
$357K
PFA
566
Pettinga Financial Advisors
Indiana
$356K
SPAS
567
Spectrum Planning & Advisory Services
California
$355K
PCS
568
Private Client Services
Kentucky
$354K
PNC Financial Services Group
569
PNC Financial Services Group
Pennsylvania
$354K
BTWM
570
Baker Tilly Wealth Management
Wisconsin
$351K
NFG
571
Nations Financial Group
Iowa
$345K
QCM
572
Quantinno Capital Management
New York
$344K
WPP
573
Whalerock Point Partners
Rhode Island
$344K
OPWM
574
Oxinas Partners Wealth Management
Indiana
$343K
WT
575
Whittier Trust
California
$343K