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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
AG
751
AmeriFlex Group
Nevada
$40.5K
UFPG
752
United Financial Planning Group
New York
$40.2K
KG
753
Kilter Group
New York
$39.3K
CFO
754
CVA Family Office
Colorado
$38.3K
FFO
755
Fortitude Family Office
Arizona
$36.8K
CJ
756
Caitlin John
Michigan
$36.8K
TCM
757
Triumph Capital Management
Colorado
$34.6K
BF
758
BOK Financial
Oklahoma
$34.1K
CWP
759
Concord Wealth Partners
Virginia
$33.1K
BLC
760
Brown, Lisle/Cummings
Rhode Island
$31.1K
RP
761
Rice Partnership
Hawaii
$30.4K
CP
762
Camelot Portfolios
Ohio
$28.9K
TC
763
Trust Company
Kansas
$28.2K
PG
764
Proffitt & Goodson
Tennessee
$27.3K
EWA
765
Elevate Wealth Advisory
Georgia
$26.2K
CIA
766
Cape Investment Advisory
Georgia
$25K
EW
767
Elyxium Wealth
California
$25K
SIS
768
Sound Income Strategies
Florida
$24.3K
CCMI
769
Creative Capital Management Investments
California
$22.9K
SL
770
Salomon & Ludwin
Virginia
$22.7K
BWM
771
Bernard Wealth Management
Michigan
$20.9K
Q1WB
772
Quest 10 Wealth Builders
Virginia
$20.4K
BWM
773
Benson Wealth Management
Tennessee
$20K
OC
774
Optima Capital
Oregon
$19.8K
RIL
775
Rothschild Investment LLC
Illinois
$19.7K