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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
SFC
601
Strategic Financial Concepts
Texas
$321K
PA
602
Procyon Advisors
Connecticut
$320K
AWM
603
Aureum Wealth Management
Florida
$318K
TCWM
604
Total Clarity Wealth Management
Illinois
$318K
MA
605
MONECO Advisors
Connecticut
$316K
VPP
606
Vertex Planning Partners
Illinois
$316K
CAS
607
Coppell Advisory Solutions
Texas
$314K
NW
608
NewEdge Wealth
Pennsylvania
$313K
APWA
609
Atlas Private Wealth Advisors
New Jersey
$310K
WFAG
610
Worth Financial Advisory Group
North Carolina
$310K
SWM
611
SeaCrest Wealth Management
New York
$310K
GWM
612
Geneos Wealth Management
Colorado
$309K
FFA
613
Founders Financial Alliance
North Carolina
$308K
WI
614
WrapManager Inc
California
$307K
CW
615
Channel Wealth
California
$306K
CIC
616
Carnegie Investment Counsel
Ohio
$303K
AWM
617
Atticus Wealth Management
Florida
$300K
FFM
618
Forum Financial Management
Illinois
$300K
AA
619
ArborFi Advisors
Michigan
$298K
QWM
620
Quadcap Wealth Management
Texas
$297K
HWM
621
Horizons Wealth Management
North Carolina
$297K
NA
622
Note Advisors
New York
$295K
SAW
623
Signal Advisors Wealth
Michigan
$295K
FSA
624
Financial Services Advisory
Maryland
$294K
QCM
625
QRG Capital Management
Illinois
$294K