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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
FDCP
651
Foster Dykema Cabot & Partners
Massachusetts
$259K
PP
652
Pearl Planning
Michigan
$258K
NWM
653
Northwest Wealth Management
Iowa
$255K
HTC
654
Haverford Trust Company
Pennsylvania
$255K
SA
655
Scarborough Advisors
Maryland
$255K
M
656
MOTCO
Texas
$254K
MAG
657
M3 Advisory Group
Massachusetts
$253K
NRG
658
Nemes Rush Group
Michigan
$252K
UBS AM
659
UBS AM
Illinois
$250K
HP
660
Holistic Planning
Texas
$249K
KA
661
Kovack Advisors
Florida
$249K
GKWIM
662
Gerber Kawasaki Wealth & Investment Management
California
$245K
TP
663
TritonPoint Partners
Maryland
$239K
CC
664
Courier Capital
New York
$238K
ACM
665
Absolute Capital Management
Pennsylvania
$238K
SMF
666
Sterling Manor Financial
New York
$237K
TP
667
Trailhead Planners
Minnesota
$235K
GLLW
668
Graves Light Lenhart Wealth
Virginia
$235K
PIMG
669
Patriot Investment Management Group
Tennessee
$235K
SIM
670
Stratos Investment Management
Ohio
$232K
SFS
671
Security Financial Services
Indiana
$232K
CFS
672
Commonwealth Financial Services
West Virginia
$229K
GWANC
673
Guardian Wealth Advisors (North Carolina)
North Carolina
$228K
SPC
674
Sigma Planning Corp
Michigan
$227K
Russell Investments Group
675
Russell Investments Group
United Kingdom
$227K