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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
CC
676
Courier Capital
New York
$238K
ACM
677
Absolute Capital Management
Pennsylvania
$238K
SMF
678
Sterling Manor Financial
New York
$237K
TP
679
Trailhead Planners
Minnesota
$235K
GLLW
680
Graves Light Lenhart Wealth
Virginia
$235K
PIMG
681
Patriot Investment Management Group
Tennessee
$235K
SIM
682
Stratos Investment Management
Ohio
$232K
SFS
683
Security Financial Services
Indiana
$232K
FIT
684
Financially in Tune
Massachusetts
$231K
CFS
685
Commonwealth Financial Services
West Virginia
$229K
GWANC
686
Guardian Wealth Advisors (North Carolina)
North Carolina
$228K
SPC
687
Sigma Planning Corp
Michigan
$227K
Russell Investments Group
688
Russell Investments Group
United Kingdom
$227K
FFC
689
Frederick Financial Consultants
Maryland
$227K
FCM
690
Fire Capital Management
California
$226K
BFA
691
Bragg Financial Advisors
North Carolina
$226K
CWM
692
Centurion Wealth Management
Virginia
$226K
CWWM
693
Curry Webb Wealth Management
Indiana
$223K
CCIA
694
Cherry Creek Investment Advisors
Colorado
$222K
JWA
695
JFS Wealth Advisors
Pennsylvania
$222K
CCMG
696
Clark Capital Management Group
Pennsylvania
$220K
AIM
697
Advyzon Investment Management
Illinois
$215K
AWMNY
698
Arcadia Wealth Management (New York)
New York
$215K
IFWM
699
Institute for Wealth Management
Colorado
$214K
AO
700
Advisor OS
Illinois
$211K