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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
MWA
576
Merkkuri Wealth Advisors
New York
$342K
BFWM
577
Bright Futures Wealth Management
New York
$342K
BFG
578
Buttonwood Financial Group
Missouri
$341K
TFM
579
Trademark Financial Management
Minnesota
$341K
NFC
580
Northstar Financial Companies
Pennsylvania
$339K
MWM
581
M3 Wealth Management
Ohio
$339K
DW30
582
Drucker Wealth 3.0
New Jersey
$338K
SVWAG
583
Sound View Wealth Advisors Group
Georgia
$338K
APP
584
Avantax Planning Partners
Iowa
$336K
BA
585
Bellwether Advisors
Nebraska
$335K
RW
586
Rede Wealth
Virginia
$335K
VWWMG
587
Vermillion & White Wealth Management Group
Pennsylvania
$329K
KIM
588
Kestra Investment Management
Texas
$329K
BWP
589
Burling Wealth Partners
Illinois
$328K
LFA
590
Level Financial Advisors
New York
$326K
SFC
591
Strategic Financial Concepts
Texas
$321K
PA
592
Procyon Advisors
Connecticut
$320K
AWM
593
Aureum Wealth Management
Florida
$318K
TCWM
594
Total Clarity Wealth Management
Illinois
$318K
MA
595
MONECO Advisors
Connecticut
$316K
VPP
596
Vertex Planning Partners
Illinois
$316K
CAS
597
Coppell Advisory Solutions
Texas
$314K
NW
598
NewEdge Wealth
Pennsylvania
$313K
APWA
599
Atlas Private Wealth Advisors
New Jersey
$310K
WFAG
600
Worth Financial Advisory Group
North Carolina
$310K