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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
SL
776
Salomon & Ludwin
Virginia
$22.7K
BWM
777
Bernard Wealth Management
Michigan
$20.9K
Q1WB
778
Quest 10 Wealth Builders
Virginia
$20.4K
BWM
779
Benson Wealth Management
Tennessee
$20K
OC
780
Optima Capital
Oregon
$19.8K
RIL
781
Rothschild Investment LLC
Illinois
$19.7K
GI
782
GAMMA Investing
California
$19.2K
CB
783
Community Bank
New York
$18.6K
SRCM
784
Signature Resources Capital Management
California
$18.3K
MAFA
785
MJT & Associates Financial Advisory
Minnesota
$18K
SS
786
Sunbelt Securities
Texas
$15K
GWM
787
Grand Wealth Management
Michigan
$14.7K
MSWM
788
Mowery & Schoenfeld Wealth Management
Illinois
$11.5K
UCB
789
United Community Bank
South Carolina
$9.83K
OHWP
790
Oak Harbor Wealth Partners
North Carolina
$9.76K
IWP
791
IAG Wealth Partners
Wisconsin
$9.68K
WAG
792
Wiser Advisor Group
Arizona
$9.54K
FWP
793
FAS Wealth Partners
Kansas
$9.24K
SWA
794
Strategic Wealth Advisors
Arizona
$9K
CSC
795
Caldwell Sutter Capital
California
$8.64K
AUB
796
Atlantic Union Bankshares
Virginia
$7.15K
HDIM
797
Hanson & Doremus Investment Management
Vermont
$7K
PWPS
798
Pinnacle Wealth Planning Services
Ohio
$6.7K
CFO
799
Capitol Family Office
Oregon
$6.11K
HFS
800
Hantz Financial Services
Michigan
$6K