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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
IRC
701
Investors Research Corp
Georgia
$211K
CA
702
Capital Advantage
California
$211K
EL
703
Essex LLC
Illinois
$210K
AWA
704
Alta Wealth Advisors
Massachusetts
$209K
FWM
705
Foguth Wealth Management
Michigan
$209K
SFMG
706
Sage Financial Management Group
Virginia
$208K
GF
707
GGM Financials
Ohio
$208K
NA
708
Novus Advisors
South Carolina
$208K
HPC
709
Hobart Private Capital
North Carolina
$208K
RTC
710
Real Talk Capital
Tennessee
$205K
PWMAG
711
Pinnacle Wealth Management Advisory Group
New Jersey
$203K
EP
712
Edgestream Partners
New Jersey
$203K
FA
713
Fiduciary Alliance
South Carolina
$202K
JWM
714
Jackson Wealth Management
Florida
$202K
OC
715
Oarsman Capital
Wisconsin
$201K
FCA
716
Fortis Capital Advisors
Kansas
$200K
BONH
717
Bank of New Hampshire
New Hampshire
$197K
BCWM
718
Bartlett & Co Wealth Management
Ohio
$193K
SWP
719
Strategic Wealth Partners
Ohio
$190K
AWM
720
Abound Wealth Management
Tennessee
$163K
NL
721
Navalign LLC
California
$161K
HNB
722
Huntington National Bank
Ohio
$159K
Fifth Third Bancorp
723
Fifth Third Bancorp
Ohio
$154K
TLA
724
Tanglewood Legacy Advisors
Texas
$149K
ADL
725
Asset Dedication LLC
California
$146K