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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
SAG
626
SageView Advisory Group
California
$278K
GCM
627
Gallacher Capital Management
Colorado
$278K
AFW
628
Avantra Family Wealth
Pennsylvania
$278K
TIM
629
Tortoise Investment Management
New York
$277K
FA
630
Fermata Advisors
California
$277K
Financial Engines Advisors
631
Financial Engines Advisors
California
$277K
NSAM
632
North Star Asset Management
Wisconsin
$277K
HH
633
Hilltop Holdings
Texas
$276K
SCM
634
Seascape Capital Management
New Hampshire
$275K
AR
635
Apeiron RIA
Texas
$274K
CF
636
Centaurus Financial
California
$273K
KA
637
Klingman & Associates
New York
$272K
UWM
638
Urban Wealth Management
California
$272K
MCM
639
MontVue Capital Management
Virginia
$271K
VW
640
Vantus Wealth
Pennsylvania
$271K
PA
641
Pinnacle Associates
New York
$266K
AWA
642
ARQ Wealth Advisors
Arizona
$265K
HKIMG
643
Hutchens & Kramer Investment Management Group
Indiana
$264K
BBA
644
Braun-Bostich & Associates
Pennsylvania
$264K
CFG
645
Cooper Financial Group
California
$264K
MWP
646
Moller Wealth Partners
$263K
AA
647
Advisory Alpha
Michigan
$263K
PVI
648
Pine Valley Investments
New Jersey
$261K
SWM
649
Schwallier Wealth Management
Michigan
$259K
PWS
650
Proactive Wealth Strategies
Georgia
$259K