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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
MIA
726
MeadowBrook Investment Advisors
Michigan
$111K
NRC
727
New Republic Capital
North Carolina
$107K
WCM
728
Winthrop Capital Management
Indiana
$107K
CT
729
Clearstead Trust
Maine
$98.2K
KFI
730
Key Financial Inc
Pennsylvania
$94.2K
CFFP
731
Center for Financial Planning
Michigan
$87.6K
TFA
732
Transamerica Financial Advisors
Florida
$85.3K
FDCDDQ
733
Federation des caisses Desjardins du Quebec
Quebec, Canada
$84.6K
BA
734
Blueline Advisors
New Hampshire
$83.7K
NSG
735
Nalls Sherbakoff Group
Tennessee
$81.9K
NS
736
NBC Securities
Alabama
$80.7K
HIA
737
Harbor Investment Advisory
Maryland
$78.5K
BBHC
738
Brown Brothers Harriman & Co
New York
$76K
CFD
739
Creative Financial Designs
Indiana
$73.2K
CA
740
Centerpoint Advisors
Massachusetts
$72K
AT
741
Arlington Trust
Alabama
$71.5K
CPG
742
Cornerstone Planning Group
New Jersey
$69.8K
IPS
743
Investors Portfolio Services
Washington
$68.5K
GT
744
Glenmede Trust
Pennsylvania
$62.9K
AA
745
Addison Advisors
Vermont
$61.7K
AIC
746
Archer Investment Corporation
Indiana
$61.6K
FWA
747
Flagship Wealth Advisors
Massachusetts
$61.2K
National Bank of Canada
748
National Bank of Canada
Quebec, Canada
$61.2K
PFBT
749
Parkside Financial Bank & Trust
Missouri
$57.4K
DFA
750
DHJJ Financial Advisors
Illinois
$54.4K