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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
LGWM
626
Litman Gregory Wealth Management
California
$285K
NCM
627
Novare Capital Management
North Carolina
$284K
BWM
628
BKM Wealth Management
Wisconsin
$283K
LWM
629
Liberty Wealth Management
California
$279K
SAG
630
SageView Advisory Group
California
$278K
GCM
631
Gallacher Capital Management
Colorado
$278K
AFW
632
Avantra Family Wealth
Pennsylvania
$278K
TIM
633
Tortoise Investment Management
New York
$277K
FA
634
Fermata Advisors
California
$277K
Financial Engines Advisors
635
Financial Engines Advisors
California
$277K
NSAM
636
North Star Asset Management
Wisconsin
$277K
HH
637
Hilltop Holdings
Texas
$276K
SCM
638
Seascape Capital Management
New Hampshire
$275K
AR
639
Apeiron RIA
Texas
$274K
CF
640
Centaurus Financial
California
$273K
KA
641
Klingman & Associates
New York
$272K
UWM
642
Urban Wealth Management
California
$272K
MCM
643
MontVue Capital Management
Virginia
$271K
VW
644
Vantus Wealth
Pennsylvania
$271K
PA
645
Pinnacle Associates
New York
$266K
AWA
646
ARQ Wealth Advisors
Arizona
$265K
HKIMG
647
Hutchens & Kramer Investment Management Group
Indiana
$264K
BBA
648
Braun-Bostich & Associates
Pennsylvania
$264K
CFG
649
Cooper Financial Group
California
$264K
MWP
650
Moller Wealth Partners
$263K