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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
XT
576
XTX Topco
Cayman Islands
$357K
PFA
577
Pettinga Financial Advisors
Indiana
$356K
SPAS
578
Spectrum Planning & Advisory Services
California
$355K
PCS
579
Private Client Services
Kentucky
$354K
PNC Financial Services Group
580
PNC Financial Services Group
Pennsylvania
$354K
BTWM
581
Baker Tilly Wealth Management
Wisconsin
$351K
NFG
582
Nations Financial Group
Iowa
$345K
QCM
583
Quantinno Capital Management
New York
$344K
WPP
584
Whalerock Point Partners
Rhode Island
$344K
OPWM
585
Oxinas Partners Wealth Management
Indiana
$343K
WT
586
Whittier Trust
California
$343K
MWA
587
Merkkuri Wealth Advisors
New York
$342K
BFWM
588
Bright Futures Wealth Management
New York
$342K
BFG
589
Buttonwood Financial Group
Missouri
$341K
TFM
590
Trademark Financial Management
Minnesota
$341K
NFC
591
Northstar Financial Companies
Pennsylvania
$339K
DW30
592
Drucker Wealth 3.0
New Jersey
$338K
SVWAG
593
Sound View Wealth Advisors Group
Georgia
$338K
APP
594
Avantax Planning Partners
Iowa
$336K
BA
595
Bellwether Advisors
Nebraska
$335K
RW
596
Rede Wealth
Virginia
$335K
VWWMG
597
Vermillion & White Wealth Management Group
Pennsylvania
$329K
KIM
598
Kestra Investment Management
Texas
$329K
BWP
599
Burling Wealth Partners
Illinois
$328K
LFA
600
Level Financial Advisors
New York
$326K