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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
AA
651
Advisory Alpha
Michigan
$263K
PVI
652
Pine Valley Investments
New Jersey
$261K
SWM
653
Schwallier Wealth Management
Michigan
$259K
PWS
654
Proactive Wealth Strategies
Georgia
$259K
FDCP
655
Foster Dykema Cabot & Partners
Massachusetts
$259K
PP
656
Pearl Planning
Michigan
$258K
NWM
657
Northwest Wealth Management
Iowa
$255K
HTC
658
Haverford Trust Company
Pennsylvania
$255K
SA
659
Scarborough Advisors
Maryland
$255K
M
660
MOTCO
Texas
$254K
MAG
661
M3 Advisory Group
Massachusetts
$253K
NRG
662
Nemes Rush Group
Michigan
$252K
UBS AM
663
UBS AM
Illinois
$250K
HP
664
Holistic Planning
Texas
$249K
KA
665
Kovack Advisors
Florida
$249K
GKWIM
666
Gerber Kawasaki Wealth & Investment Management
California
$245K
TCM
667
TD Capital Management
Tennessee
$240K
TP
668
TritonPoint Partners
Maryland
$239K
CC
669
Courier Capital
New York
$238K
ACM
670
Absolute Capital Management
Pennsylvania
$238K
SMF
671
Sterling Manor Financial
New York
$237K
TP
672
Trailhead Planners
Minnesota
$235K
GLLW
673
Graves Light Lenhart Wealth
Virginia
$235K
PIMG
674
Patriot Investment Management Group
Tennessee
$235K
SIM
675
Stratos Investment Management
Ohio
$232K