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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
VW
651
Vantus Wealth
Pennsylvania
$271K
PA
652
Pinnacle Associates
New York
$266K
AWA
653
ARQ Wealth Advisors
Arizona
$265K
HKIMG
654
Hutchens & Kramer Investment Management Group
Indiana
$264K
BBA
655
Braun-Bostich & Associates
Pennsylvania
$264K
CFG
656
Cooper Financial Group
California
$264K
MWP
657
Moller Wealth Partners
$263K
AA
658
Advisory Alpha
Michigan
$263K
PVI
659
Pine Valley Investments
New Jersey
$261K
SWM
660
Schwallier Wealth Management
Michigan
$259K
PWS
661
Proactive Wealth Strategies
Georgia
$259K
FDCP
662
Foster Dykema Cabot & Partners
Massachusetts
$259K
PP
663
Pearl Planning
Michigan
$258K
NWM
664
Northwest Wealth Management
Iowa
$255K
HTC
665
Haverford Trust Company
Pennsylvania
$255K
SA
666
Scarborough Advisors
Maryland
$255K
M
667
MOTCO
Texas
$254K
MAG
668
M3 Advisory Group
Massachusetts
$253K
NRG
669
Nemes Rush Group
Michigan
$252K
UBS AM
670
UBS AM
Illinois
$250K
HP
671
Holistic Planning
Texas
$249K
KA
672
Kovack Advisors
Florida
$249K
GKWIM
673
Gerber Kawasaki Wealth & Investment Management
California
$245K
TCM
674
TD Capital Management
Tennessee
$240K
TP
675
TritonPoint Partners
Maryland
$239K