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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
FP
726
Financial Perspectives
Minnesota
$142K
JFA
727
JNBA Financial Advisors
Minnesota
$136K
FMII
728
Farmers & Merchants Investments Inc
Nebraska
$132K
BL
729
Balentine LLC
Georgia
$130K
LFG
730
Larson Financial Group
Missouri
$130K
MA
731
MCF Advisors
Kentucky
$129K
LWCFA
732
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$127K
BFPW
733
BOK Financial Private Wealth
Colorado
$126K
DIP
734
DT Investment Partners
Pennsylvania
$117K
MIA
735
MeadowBrook Investment Advisors
Michigan
$111K
NRC
736
New Republic Capital
North Carolina
$107K
WCM
737
Winthrop Capital Management
Indiana
$107K
CT
738
Clearstead Trust
Maine
$98.2K
KFI
739
Key Financial Inc
Pennsylvania
$94.2K
BW
740
Bravera Wealth
North Dakota
$88K
CFFP
741
Center for Financial Planning
Michigan
$87.6K
TFA
742
Transamerica Financial Advisors
Florida
$85.3K
FDCDDQ
743
Federation des caisses Desjardins du Quebec
Quebec, Canada
$84.6K
BA
744
Blueline Advisors
New Hampshire
$83.7K
NSG
745
Nalls Sherbakoff Group
Tennessee
$81.9K
NS
746
NBC Securities
Alabama
$80.7K
HIA
747
Harbor Investment Advisory
Maryland
$78.5K
BBHC
748
Brown Brothers Harriman & Co
New York
$76K
CFD
749
Creative Financial Designs
Indiana
$73.2K
CA
750
Centerpoint Advisors
Massachusetts
$72K