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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
SRCM
776
Signature Resources Capital Management
California
$18.3K
MAFA
777
MJT & Associates Financial Advisory
Minnesota
$18K
SS
778
Sunbelt Securities
Texas
$15K
GWM
779
Grand Wealth Management
Michigan
$14.7K
MSWM
780
Mowery & Schoenfeld Wealth Management
Illinois
$11.5K
UCB
781
United Community Bank
South Carolina
$9.83K
OHWP
782
Oak Harbor Wealth Partners
North Carolina
$9.76K
IWP
783
IAG Wealth Partners
Wisconsin
$9.68K
WAG
784
Wiser Advisor Group
Arizona
$9.54K
FWP
785
FAS Wealth Partners
Kansas
$9.24K
SWA
786
Strategic Wealth Advisors
Arizona
$9K
CSC
787
Caldwell Sutter Capital
California
$8.64K
AUB
788
Atlantic Union Bankshares
Virginia
$7.15K
HDIM
789
Hanson & Doremus Investment Management
Vermont
$7K
PWPS
790
Pinnacle Wealth Planning Services
Ohio
$6.7K
CFO
791
Capitol Family Office
Oregon
$6.11K
HFS
792
Hantz Financial Services
Michigan
$6K
MWPCG
793
Measured Wealth Private Client Group
New Hampshire
$4.92K
RWS
794
Retirement Wealth Solutions
Wisconsin
$4.58K
DJSG
795
D.J. St. Germain
Massachusetts
$4.32K
PW
796
Pandora Wealth
Illinois
$3.87K
ETC
797
Exchange Traded Concepts
Oklahoma
$3.73K
DCM
798
Davis Capital Management
Florida
$3.58K
CMP
799
Coston McIsaac & Partners
Maine
$3K
GIA
800
GHP Investment Advisors
Colorado
$2.98K