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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
FFC
676
Frederick Financial Consultants
Maryland
$227K
FCM
677
Fire Capital Management
California
$226K
BFA
678
Bragg Financial Advisors
North Carolina
$226K
CWM
679
Centurion Wealth Management
Virginia
$226K
CCIA
680
Cherry Creek Investment Advisors
Colorado
$222K
JWA
681
JFS Wealth Advisors
Pennsylvania
$222K
CCMG
682
Clark Capital Management Group
Pennsylvania
$220K
AIM
683
Advyzon Investment Management
Illinois
$215K
AWMNY
684
Arcadia Wealth Management (New York)
New York
$215K
IFWM
685
Institute for Wealth Management
Colorado
$214K
AO
686
Advisor OS
Illinois
$211K
IRC
687
Investors Research Corp
Georgia
$211K
CA
688
Capital Advantage
California
$211K
EL
689
Essex LLC
Illinois
$210K
AWA
690
Alta Wealth Advisors
Massachusetts
$209K
FWM
691
Foguth Wealth Management
Michigan
$209K
SFMG
692
Sage Financial Management Group
Virginia
$208K
GF
693
GGM Financials
Ohio
$208K
NA
694
Novus Advisors
South Carolina
$208K
HPC
695
Hobart Private Capital
North Carolina
$208K
RTC
696
Real Talk Capital
Tennessee
$205K
PWMAG
697
Pinnacle Wealth Management Advisory Group
New Jersey
$203K
EP
698
Edgestream Partners
New Jersey
$203K
FA
699
Fiduciary Alliance
South Carolina
$202K
JWM
700
Jackson Wealth Management
Florida
$202K