ESGU icon

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
HPC
701
Hobart Private Capital
North Carolina
$208K
RTC
702
Real Talk Capital
Tennessee
$205K
PWMAG
703
Pinnacle Wealth Management Advisory Group
New Jersey
$203K
EP
704
Edgestream Partners
New Jersey
$203K
FA
705
Fiduciary Alliance
South Carolina
$202K
JWM
706
Jackson Wealth Management
Florida
$202K
OC
707
Oarsman Capital
Wisconsin
$201K
FCA
708
Fortis Capital Advisors
Kansas
$200K
BONH
709
Bank of New Hampshire
New Hampshire
$197K
BCWM
710
Bartlett & Co Wealth Management
Ohio
$193K
AWM
711
Abound Wealth Management
Tennessee
$163K
NL
712
Navalign LLC
California
$161K
HNB
713
Huntington National Bank
Ohio
$159K
Fifth Third Bancorp
714
Fifth Third Bancorp
Ohio
$154K
TLA
715
Tanglewood Legacy Advisors
Texas
$149K
ADL
716
Asset Dedication LLC
California
$146K
FP
717
Financial Perspectives
Minnesota
$142K
JFA
718
JNBA Financial Advisors
Minnesota
$136K
FMII
719
Farmers & Merchants Investments Inc
Nebraska
$132K
BL
720
Balentine LLC
Georgia
$130K
LFG
721
Larson Financial Group
Missouri
$130K
MA
722
MCF Advisors
Kentucky
$129K
LWCFA
723
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$127K
BFPW
724
BOK Financial Private Wealth
Colorado
$126K
DIP
725
DT Investment Partners
Pennsylvania
$117K