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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
SWM
601
SeaCrest Wealth Management
New York
$310K
GWM
602
Geneos Wealth Management
Colorado
$309K
FFA
603
Founders Financial Alliance
North Carolina
$308K
WI
604
WrapManager Inc
California
$307K
CW
605
Channel Wealth
California
$306K
CIC
606
Carnegie Investment Counsel
Ohio
$303K
AWM
607
Atticus Wealth Management
Florida
$300K
FFM
608
Forum Financial Management
Illinois
$300K
AA
609
ArborFi Advisors
Michigan
$298K
QWM
610
Quadcap Wealth Management
Texas
$297K
HWM
611
Horizons Wealth Management
North Carolina
$297K
NA
612
Note Advisors
New York
$295K
SAW
613
Signal Advisors Wealth
Michigan
$295K
FSA
614
Financial Services Advisory
Maryland
$294K
QCM
615
QRG Capital Management
Illinois
$294K
CFO
616
Callan Family Office
Pennsylvania
$293K
EPW
617
Endeavor Private Wealth
Kansas
$292K
PC
618
Pecaut & Co
Iowa
$292K
SWA
619
Sax Wealth Advisors
New Jersey
$292K
AWA
620
Amplius Wealth Advisors
Pennsylvania
$291K
SFG
621
Sage Financial Group
Pennsylvania
$291K
LGWM
622
Litman Gregory Wealth Management
California
$285K
NCM
623
Novare Capital Management
North Carolina
$284K
BWM
624
BKM Wealth Management
Wisconsin
$283K
LWM
625
Liberty Wealth Management
California
$279K