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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
CFFP
726
Center for Financial Planning
Michigan
$87.6K
TFA
727
Transamerica Financial Advisors
Florida
$85.3K
FDCDDQ
728
Federation des caisses Desjardins du Quebec
Quebec, Canada
$84.6K
BA
729
Blueline Advisors
New Hampshire
$83.7K
NS
730
NBC Securities
Alabama
$80.7K
HIA
731
Harbor Investment Advisory
Maryland
$78.5K
BBHC
732
Brown Brothers Harriman & Co
New York
$76K
CFD
733
Creative Financial Designs
Indiana
$73.2K
CA
734
Centerpoint Advisors
Massachusetts
$72K
AT
735
Arlington Trust
Alabama
$71.5K
CPG
736
Cornerstone Planning Group
New Jersey
$69.8K
IPS
737
Investors Portfolio Services
Washington
$68.5K
GT
738
Glenmede Trust
Pennsylvania
$62.9K
AA
739
Addison Advisors
Vermont
$61.7K
AIC
740
Archer Investment Corporation
Indiana
$61.6K
FWA
741
Flagship Wealth Advisors
Massachusetts
$61.2K
National Bank of Canada
742
National Bank of Canada
Quebec, Canada
$61.2K
PFBT
743
Parkside Financial Bank & Trust
Missouri
$57.4K
DFA
744
DHJJ Financial Advisors
Illinois
$54.4K
DF
745
Dunhill Financial
United Kingdom
$53.3K
KCM
746
Key Capital Management
Tennessee
$46.6K
JFGIW
747
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$43.5K
GEA
748
Glen Eagle Advisors
New Jersey
$42K
EWM
749
Evolution Wealth Management
Florida
$42K
CRI
750
Commonwealth Retirement Investments
Virginia
$41.7K