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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
SFS
676
Security Financial Services
Indiana
$232K
FIT
677
Financially in Tune
Massachusetts
$231K
CFS
678
Commonwealth Financial Services
West Virginia
$229K
GWANC
679
Guardian Wealth Advisors (North Carolina)
North Carolina
$228K
SPC
680
Sigma Planning Corp
Michigan
$227K
Russell Investments Group
681
Russell Investments Group
United Kingdom
$227K
FFC
682
Frederick Financial Consultants
Maryland
$227K
FCM
683
Fire Capital Management
California
$226K
BFA
684
Bragg Financial Advisors
North Carolina
$226K
CWM
685
Centurion Wealth Management
Virginia
$226K
CCIA
686
Cherry Creek Investment Advisors
Colorado
$222K
JWA
687
JFS Wealth Advisors
Pennsylvania
$222K
CCMG
688
Clark Capital Management Group
Pennsylvania
$220K
AIM
689
Advyzon Investment Management
Illinois
$215K
AWMNY
690
Arcadia Wealth Management (New York)
New York
$215K
IFWM
691
Institute for Wealth Management
Colorado
$214K
AO
692
Advisor OS
Illinois
$211K
IRC
693
Investors Research Corp
Georgia
$211K
CA
694
Capital Advantage
California
$211K
EL
695
Essex LLC
Illinois
$210K
AWA
696
Alta Wealth Advisors
Massachusetts
$209K
FWM
697
Foguth Wealth Management
Michigan
$209K
SFMG
698
Sage Financial Management Group
Virginia
$208K
GF
699
GGM Financials
Ohio
$208K
NA
700
Novus Advisors
South Carolina
$208K