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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
CFO
626
Callan Family Office
Pennsylvania
$293K
EPW
627
Endeavor Private Wealth
Kansas
$292K
PC
628
Pecaut & Co
Iowa
$292K
SWA
629
Sax Wealth Advisors
New Jersey
$292K
AWA
630
Amplius Wealth Advisors
Pennsylvania
$291K
SFG
631
Sage Financial Group
Pennsylvania
$291K
LGWM
632
Litman Gregory Wealth Management
California
$285K
NCM
633
Novare Capital Management
North Carolina
$284K
BWM
634
BKM Wealth Management
Wisconsin
$283K
LWM
635
Liberty Wealth Management
California
$279K
SAG
636
SageView Advisory Group
California
$278K
GCM
637
Gallacher Capital Management
Colorado
$278K
AFW
638
Avantra Family Wealth
Pennsylvania
$278K
TIM
639
Tortoise Investment Management
New York
$277K
FA
640
Fermata Advisors
California
$277K
Financial Engines Advisors
641
Financial Engines Advisors
California
$277K
NSAM
642
North Star Asset Management
Wisconsin
$277K
HH
643
Hilltop Holdings
Texas
$276K
CPC
644
Cadia Private Client
New Jersey
$276K
SCM
645
Seascape Capital Management
New Hampshire
$275K
AR
646
Apeiron RIA
Texas
$274K
CF
647
Centaurus Financial
California
$273K
KA
648
Klingman & Associates
New York
$272K
UWM
649
Urban Wealth Management
California
$272K
MCM
650
MontVue Capital Management
Virginia
$271K