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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
OC
701
Oarsman Capital
Wisconsin
$201K
FCA
702
Fortis Capital Advisors
Kansas
$200K
BCWM
703
Bartlett & Co Wealth Management
Ohio
$193K
AWM
704
Abound Wealth Management
Tennessee
$163K
NL
705
Navalign LLC
California
$161K
HNB
706
Huntington National Bank
Ohio
$159K
Fifth Third Bancorp
707
Fifth Third Bancorp
Ohio
$154K
TLA
708
Tanglewood Legacy Advisors
Texas
$149K
ADL
709
Asset Dedication LLC
California
$146K
FP
710
Financial Perspectives
Minnesota
$142K
JFA
711
JNBA Financial Advisors
Minnesota
$136K
FMII
712
Farmers & Merchants Investments Inc
Nebraska
$132K
BL
713
Balentine LLC
Georgia
$130K
LFG
714
Larson Financial Group
Missouri
$130K
MA
715
MCF Advisors
Kentucky
$129K
LWCFA
716
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$127K
BFPW
717
BOK Financial Private Wealth
Colorado
$126K
DIP
718
DT Investment Partners
Pennsylvania
$117K
MIA
719
MeadowBrook Investment Advisors
Michigan
$111K
NRC
720
New Republic Capital
North Carolina
$107K
WCM
721
Winthrop Capital Management
Indiana
$107K
CT
722
Clearstead Trust
Maine
$98.2K
KFI
723
Key Financial Inc
Pennsylvania
$94.2K
CFFP
724
Center for Financial Planning
Michigan
$87.6K
TFA
725
Transamerica Financial Advisors
Florida
$85.3K