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iShares ESG Aware MSCI USA ETF

811 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 104 funds opening new positions, 260 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%)

14% less repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 303

Holders
811
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
SPC
676
Sigma Planning Corp
Michigan
$227K
Russell Investments Group
677
Russell Investments Group
United Kingdom
$227K
FFC
678
Frederick Financial Consultants
Maryland
$227K
FCM
679
Fire Capital Management
California
$226K
BFA
680
Bragg Financial Advisors
North Carolina
$226K
CWM
681
Centurion Wealth Management
Virginia
$226K
CCIA
682
Cherry Creek Investment Advisors
Colorado
$222K
JWA
683
JFS Wealth Advisors
Pennsylvania
$222K
CCMG
684
Clark Capital Management Group
Pennsylvania
$220K
AIM
685
Advyzon Investment Management
Illinois
$215K
AWMNY
686
Arcadia Wealth Management (New York)
New York
$215K
IFWM
687
Institute for Wealth Management
Colorado
$214K
AO
688
Advisor OS
Illinois
$211K
IRC
689
Investors Research Corp
Georgia
$211K
CA
690
Capital Advantage
California
$211K
EL
691
Essex LLC
Illinois
$210K
AWA
692
Alta Wealth Advisors
Massachusetts
$209K
FWM
693
Foguth Wealth Management
Michigan
$209K
SFMG
694
Sage Financial Management Group
Virginia
$208K
GF
695
GGM Financials
Ohio
$208K
NA
696
Novus Advisors
South Carolina
$208K
HPC
697
Hobart Private Capital
North Carolina
$208K
RTC
698
Real Talk Capital
Tennessee
$205K
PWMAG
699
Pinnacle Wealth Management Advisory Group
New Jersey
$203K
EP
700
Edgestream Partners
New Jersey
$203K