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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
FA
701
Fiduciary Alliance
South Carolina
$202K
JWM
702
Jackson Wealth Management
Florida
$202K
OC
703
Oarsman Capital
Wisconsin
$201K
FCA
704
Fortis Capital Advisors
Kansas
$200K
BCWM
705
Bartlett & Co Wealth Management
Ohio
$193K
AWM
706
Abound Wealth Management
Tennessee
$163K
NL
707
Navalign LLC
California
$161K
HNB
708
Huntington National Bank
Ohio
$159K
Fifth Third Bancorp
709
Fifth Third Bancorp
Ohio
$154K
TLA
710
Tanglewood Legacy Advisors
Texas
$149K
ADL
711
Asset Dedication LLC
California
$146K
FP
712
Financial Perspectives
Minnesota
$142K
JFA
713
JNBA Financial Advisors
Minnesota
$136K
FMII
714
Farmers & Merchants Investments Inc
Nebraska
$132K
BL
715
Balentine LLC
Georgia
$130K
LFG
716
Larson Financial Group
Missouri
$130K
MA
717
MCF Advisors
Kentucky
$129K
LWCFA
718
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$127K
BFPW
719
BOK Financial Private Wealth
Colorado
$126K
DIP
720
DT Investment Partners
Pennsylvania
$117K
MIA
721
MeadowBrook Investment Advisors
Michigan
$111K
NRC
722
New Republic Capital
North Carolina
$107K
WCM
723
Winthrop Capital Management
Indiana
$107K
CT
724
Clearstead Trust
Maine
$98.2K
KFI
725
Key Financial Inc
Pennsylvania
$94.2K