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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
AT
751
Arlington Trust
Alabama
$71.5K
CPG
752
Cornerstone Planning Group
New Jersey
$69.8K
IPS
753
Investors Portfolio Services
Washington
$68.5K
GT
754
Glenmede Trust
Pennsylvania
$62.9K
AA
755
Addison Advisors
Vermont
$61.7K
AIC
756
Archer Investment Corporation
Indiana
$61.6K
FWA
757
Flagship Wealth Advisors
Massachusetts
$61.2K
National Bank of Canada
758
National Bank of Canada
Quebec, Canada
$61.2K
PFBT
759
Parkside Financial Bank & Trust
Missouri
$57.4K
DFA
760
DHJJ Financial Advisors
Illinois
$54.4K
DF
761
Dunhill Financial
United Kingdom
$53.3K
KCM
762
Key Capital Management
Tennessee
$46.6K
JFGIW
763
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$43.5K
GEA
764
Glen Eagle Advisors
New Jersey
$42K
EWM
765
Evolution Wealth Management
Florida
$42K
CRI
766
Commonwealth Retirement Investments
Virginia
$41.7K
AG
767
AmeriFlex Group
Nevada
$40.5K
UFPG
768
United Financial Planning Group
New York
$40.2K
KG
769
Kilter Group
New York
$39.3K
CFO
770
CVA Family Office
Colorado
$38.3K
FFO
771
Fortitude Family Office
Arizona
$36.8K
CJ
772
Caitlin John
Michigan
$36.8K
TCM
773
Triumph Capital Management
Colorado
$34.6K
BF
774
BOK Financial
Oklahoma
$34.1K
CWP
775
Concord Wealth Partners
Virginia
$33.1K