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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
Kovitz Investment Group Partners
826
Kovitz Investment Group Partners
Illinois
FHA
827
Flagship Harbor Advisors
Massachusetts
Amundi
828
Amundi
France
BJL
829
Brighton Jones LLC
Washington
LFA
830
Legacy Financial Advisors
Kentucky
TW
831
TritonPoint Wealth
Maryland
NL
832
NWAM LLC
Washington
RIM
833
Redwood Investment Management
Arizona
BSSFA
834
Baron Silver Stevens Financial Advisors
Florida
BFS
835
BridgePort Financial Solutions
Iowa
PCG
836
Prosperity Consulting Group
Maryland
SHFA
837
SC&H Financial Advisors
Maryland
GAA
838
Global Assets Advisory
Florida
MFIM
839
Mesirow Financial Investment Management
Illinois
SC
840
SouthState Corp
Florida
GWSG
841
GPS Wealth Strategies Group
Colorado
SIC
842
Salem Investment Counselors
North Carolina
RA
843
Rise Advisors
New York
AAS
844
Ameritas Advisory Services
Nebraska
FFWM
845
Future Financial Wealth Management
Ohio
CBT
846
Crews Bank & Trust
Florida
ABWM
847
Alpine Bank Wealth Management
Colorado
MFC
848
Morris Financial Concepts
South Carolina
ATS
849
Ashton Thomas Securities
New York
RMC
850
Resources Management Corp
Connecticut