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iShares ESG Aware MSCI USA ETF

809 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 103 funds opening new positions, 259 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%)

15% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 303

Holders
809
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
KG
751
Kilter Group
New York
$39.3K
CFO
752
CVA Family Office
Colorado
$38.3K
FFO
753
Fortitude Family Office
Arizona
$36.8K
CJ
754
Caitlin John
Michigan
$36.8K
TCM
755
Triumph Capital Management
Colorado
$34.6K
BF
756
BOK Financial
Oklahoma
$34.1K
CWP
757
Concord Wealth Partners
Virginia
$33.1K
BLC
758
Brown, Lisle/Cummings
Rhode Island
$31.1K
RP
759
Rice Partnership
Hawaii
$30.4K
CP
760
Camelot Portfolios
Ohio
$28.9K
TC
761
Trust Company
Kansas
$28.2K
PG
762
Proffitt & Goodson
Tennessee
$27.3K
EWA
763
Elevate Wealth Advisory
Georgia
$26.2K
CIA
764
Cape Investment Advisory
Georgia
$25K
EW
765
Elyxium Wealth
California
$25K
SIS
766
Sound Income Strategies
Florida
$24.3K
CCMI
767
Creative Capital Management Investments
California
$22.9K
SL
768
Salomon & Ludwin
Virginia
$22.7K
BWM
769
Bernard Wealth Management
Michigan
$20.9K
Q1WB
770
Quest 10 Wealth Builders
Virginia
$20.4K
BWM
771
Benson Wealth Management
Tennessee
$20K
OC
772
Optima Capital
Oregon
$19.8K
RIL
773
Rothschild Investment LLC
Illinois
$19.7K
GI
774
GAMMA Investing
California
$19.2K
CB
775
Community Bank
New York
$18.6K