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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
QCM
576
Quantinno Capital Management
New York
$344K
WPP
577
Whalerock Point Partners
Rhode Island
$344K
OPWM
578
Oxinas Partners Wealth Management
Indiana
$343K
WT
579
Whittier Trust
California
$343K
MWA
580
Merkkuri Wealth Advisors
New York
$342K
BFWM
581
Bright Futures Wealth Management
New York
$342K
BFG
582
Buttonwood Financial Group
Missouri
$341K
TFM
583
Trademark Financial Management
Minnesota
$341K
NFC
584
Northstar Financial Companies
Pennsylvania
$339K
MWM
585
M3 Wealth Management
Ohio
$339K
DW30
586
Drucker Wealth 3.0
New Jersey
$338K
SVWAG
587
Sound View Wealth Advisors Group
Georgia
$338K
APP
588
Avantax Planning Partners
Iowa
$336K
BA
589
Bellwether Advisors
Nebraska
$335K
RW
590
Rede Wealth
Virginia
$335K
VWWMG
591
Vermillion & White Wealth Management Group
Pennsylvania
$329K
KIM
592
Kestra Investment Management
Texas
$329K
BWP
593
Burling Wealth Partners
Illinois
$328K
LFA
594
Level Financial Advisors
New York
$326K
SFC
595
Strategic Financial Concepts
Texas
$321K
PA
596
Procyon Advisors
Connecticut
$320K
AWM
597
Aureum Wealth Management
Florida
$318K
TCWM
598
Total Clarity Wealth Management
Illinois
$318K
MA
599
MONECO Advisors
Connecticut
$316K
VPP
600
Vertex Planning Partners
Illinois
$316K