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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
DF
751
Dunhill Financial
United Kingdom
$53.3K
KCM
752
Key Capital Management
Tennessee
$46.6K
JFGIW
753
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$43.5K
GEA
754
Glen Eagle Advisors
New Jersey
$42K
EWM
755
Evolution Wealth Management
Florida
$42K
CRI
756
Commonwealth Retirement Investments
Virginia
$41.7K
AG
757
AmeriFlex Group
Nevada
$40.5K
UFPG
758
United Financial Planning Group
New York
$40.2K
KG
759
Kilter Group
New York
$39.3K
CFO
760
CVA Family Office
Colorado
$38.3K
FFO
761
Fortitude Family Office
Arizona
$36.8K
CJ
762
Caitlin John
Michigan
$36.8K
TCM
763
Triumph Capital Management
Colorado
$34.6K
BF
764
BOK Financial
Oklahoma
$34.1K
CWP
765
Concord Wealth Partners
Virginia
$33.1K
BLC
766
Brown, Lisle/Cummings
Rhode Island
$31.1K
RP
767
Rice Partnership
Hawaii
$30.4K
CP
768
Camelot Portfolios
Ohio
$28.9K
TC
769
Trust Company
Kansas
$28.2K
PG
770
Proffitt & Goodson
Tennessee
$27.3K
EWA
771
Elevate Wealth Advisory
Georgia
$26.2K
CIA
772
Cape Investment Advisory
Georgia
$25K
EW
773
Elyxium Wealth
California
$25K
SIS
774
Sound Income Strategies
Florida
$24.3K
CCMI
775
Creative Capital Management Investments
California
$22.9K