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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
UCB
801
United Community Bank
South Carolina
$9.83K
OHWP
802
Oak Harbor Wealth Partners
North Carolina
$9.76K
IWP
803
IAG Wealth Partners
Wisconsin
$9.68K
WAG
804
Wiser Advisor Group
Arizona
$9.54K
FWP
805
FAS Wealth Partners
Kansas
$9.24K
SWA
806
Strategic Wealth Advisors
Arizona
$9K
CSC
807
Caldwell Sutter Capital
California
$8.64K
AUB
808
Atlantic Union Bankshares
Virginia
$7.15K
HDIM
809
Hanson & Doremus Investment Management
Vermont
$7K
PWPS
810
Pinnacle Wealth Planning Services
Ohio
$6.7K
CFO
811
Capitol Family Office
Oregon
$6.11K
HFS
812
Hantz Financial Services
Michigan
$6K
MWPCG
813
Measured Wealth Private Client Group
New Hampshire
$4.92K
RWS
814
Retirement Wealth Solutions
Wisconsin
$4.58K
DJSG
815
D.J. St. Germain
Massachusetts
$4.32K
PW
816
Pandora Wealth
Illinois
$3.87K
ETC
817
Exchange Traded Concepts
Oklahoma
$3.73K
DCM
818
Davis Capital Management
Florida
$3.58K
GCM
819
Gunpowder Capital Management
Maryland
$3.43K
CMP
820
Coston McIsaac & Partners
Maine
$3K
GIA
821
GHP Investment Advisors
Colorado
$2.98K
GWS
822
Glassman Wealth Services
Virginia
$2.55K
RF
823
Robbins Farley
New Hampshire
$2.38K
WSFS
824
Wilmington Savings Fund Society
Delaware
$1.64K
TAM
825
Tucker Asset Management
Colorado
$1.64K