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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
WETS
551
Wealth Enhancement Trust Services
South Dakota
$389K
EI
552
Ethic Inc
New York
$389K
CA
553
Clearstead Advisors
Ohio
$387K
MIA
554
Milestone Investment Advisors
Wisconsin
$387K
AMM
555
American Money Management
California
$385K
ODIJL
556
One Day In July LLC
Vermont
$382K
CWM
557
Chesapeake Wealth Management
Virginia
$382K
LFG
558
Leverty Financial Group
Wisconsin
$380K
SPIO
559
Seven Post Investment Office
California
$377K
WB
560
WesBanco Bank
West Virginia
$373K
PIA
561
Polaris Investment Advisors
Massachusetts
$372K
EWM
562
Elevation Wealth Management
Minnesota
$367K
EGWAG
563
Elwood & Goetz Wealth Advisory Group
Georgia
$363K
ATC
564
Argent Trust Co
Tennessee
$362K
CFS
565
CGC Financial Services
Oregon
$361K
SB
566
Semitam Bonam
New York
$359K
Squarepoint
567
Squarepoint
New York
$358K
AWS
568
Aspen Wealth Strategies
Colorado
$357K
XT
569
XTX Topco
Cayman Islands
$357K
PFA
570
Pettinga Financial Advisors
Indiana
$356K
SPAS
571
Spectrum Planning & Advisory Services
California
$355K
PCS
572
Private Client Services
Kentucky
$354K
PNC Financial Services Group
573
PNC Financial Services Group
Pennsylvania
$354K
BTWM
574
Baker Tilly Wealth Management
Wisconsin
$351K
NFG
575
Nations Financial Group
Iowa
$345K