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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
CAS
601
Coppell Advisory Solutions
Texas
$314K
NW
602
NewEdge Wealth
Pennsylvania
$313K
APWA
603
Atlas Private Wealth Advisors
New Jersey
$310K
WFAG
604
Worth Financial Advisory Group
North Carolina
$310K
SWM
605
SeaCrest Wealth Management
New York
$310K
GWM
606
Geneos Wealth Management
Colorado
$309K
FFA
607
Founders Financial Alliance
North Carolina
$308K
WI
608
WrapManager Inc
California
$307K
CW
609
Channel Wealth
California
$306K
CIC
610
Carnegie Investment Counsel
Ohio
$303K
AWM
611
Atticus Wealth Management
Florida
$300K
FFM
612
Forum Financial Management
Illinois
$300K
AA
613
ArborFi Advisors
Michigan
$298K
QWM
614
Quadcap Wealth Management
Texas
$297K
HWM
615
Horizons Wealth Management
North Carolina
$297K
NA
616
Note Advisors
New York
$295K
SAW
617
Signal Advisors Wealth
Michigan
$295K
FSA
618
Financial Services Advisory
Maryland
$294K
QCM
619
QRG Capital Management
Illinois
$294K
CFO
620
Callan Family Office
Pennsylvania
$293K
EPW
621
Endeavor Private Wealth
Kansas
$292K
PC
622
Pecaut & Co
Iowa
$292K
SWA
623
Sax Wealth Advisors
New Jersey
$292K
AWA
624
Amplius Wealth Advisors
Pennsylvania
$291K
SFG
625
Sage Financial Group
Pennsylvania
$291K