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iShares ESG Aware MSCI USA ETF

811 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 104 funds opening new positions, 260 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%)

14% less repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 303

Holders
811
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
RIM
826
Redwood Investment Management
Arizona
BSSFA
827
Baron Silver Stevens Financial Advisors
Florida
BFS
828
BridgePort Financial Solutions
Iowa
PCG
829
Prosperity Consulting Group
Maryland
SHFA
830
SC&H Financial Advisors
Maryland
GAA
831
Global Assets Advisory
Florida
MFIM
832
Mesirow Financial Investment Management
Illinois
SC
833
SouthState Corp
Florida
GWSG
834
GPS Wealth Strategies Group
Colorado
SIC
835
Salem Investment Counselors
North Carolina
RA
836
Rise Advisors
New York
AAS
837
Ameritas Advisory Services
Nebraska
FFWM
838
Future Financial Wealth Management
Ohio
CBT
839
Crews Bank & Trust
Florida
ABWM
840
Alpine Bank Wealth Management
Colorado
MFC
841
Morris Financial Concepts
South Carolina
ATS
842
Ashton Thomas Securities
New York
RMC
843
Resources Management Corp
Connecticut
CCM
844
Cloud Capital Management
Washington
SWIM
845
Smallwood Wealth Investment Management
New Jersey
HBW
846
Hazlett, Burt & Watson
West Virginia
LFA
847
LGT Financial Advisors
Texas
FLP
848
Financial Life Planners
Arizona