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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
OIA
76
OneDigital Investment Advisors
Kansas
$10.6M
PMA
77
Prudent Man Advisors
Illinois
$10.6M
Two Sigma Investments
78
Two Sigma Investments
New York
$10.5M
NP
79
NorthRock Partners
Minnesota
$10.2M
KAS
80
Kestra Advisory Services
Texas
$10.2M
UCFA
81
United Capital Financial Advisors
Texas
$9.89M
WANY
82
Wealthspire Advisors (New York)
New York
$9.87M
WA
83
Wealth Architects
California
$9.81M
Schroder Investment Management Group
84
Schroder Investment Management Group
United Kingdom
$9.73M
SB
85
Strategic Blueprint
Georgia
$9.72M
Fisher Asset Management
86
Fisher Asset Management
Washington
$9.59M
CLGM
87
Capitolis Liquid Global Markets
New York
$9.46M
CLGML
88
CAPITOLIS LIQUID GLOBAL MARKETS LLC
New York
$9.46M
TC
89
Trilogy Capital
California
$9.38M
EWM
90
Empirical Wealth Management
Washington
$9.31M
KFAA
91
Klaas Financial Asset Advisors
Illinois
$9.12M
Focus Partners Wealth
92
Focus Partners Wealth
Massachusetts
$9.02M
FWCM
93
Ferguson Wellman Capital Management
Oregon
$8.98M
AWM
94
Axxcess Wealth Management
California
$8.65M
CWS
95
Cypress Wealth Services
California
$8.63M
Thrivent Financial for Lutherans
96
Thrivent Financial for Lutherans
Minnesota
$8.61M
MWM
97
Modera Wealth Management
New Jersey
$8.52M
SA
98
Sanctuary Advisors
Indiana
$8.34M
Bank of New York Mellon
99
Bank of New York Mellon
New York
$8.24M
RIS
100
Retirement Income Solutions
Michigan
$8.09M