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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
ASN
101
Advisory Services Network
Georgia
$8.07M
PA
102
Parallel Advisors
California
$7.94M
FFA
103
Farther Finance Advisors
California
$7.85M
AssetMark Inc
104
AssetMark Inc
California
$7.72M
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$7.61M
CIAS
106
CFS Investment Advisory Services
New Jersey
$7.42M
P
107
&Partners
Tennessee
$7.34M
BFP
108
Birchwood Financial Partners
Minnesota
$7.16M
ALA
109
Atlas Legacy Advisors
California
$7.02M
Mirae Asset Global Investments
110
Mirae Asset Global Investments
South Korea
$7M
VFA
111
Valeo Financial Advisors
Indiana
$6.94M
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$6.92M
DRP
113
Decker Retirement Planning
Utah
$6.71M
MFG
114
Merit Financial Group
Georgia
$6.68M
YWM
115
Yukon Wealth Management
Kansas
$6.28M
BNP Paribas Financial Markets
116
BNP Paribas Financial Markets
France
$6.24M
SWG
117
Summit Wealth Group
Vermont
$6.18M
ACA
118
Aptus Capital Advisors
Alabama
$6.1M
OCM
119
One Capital Management
California
$6.09M
ST
120
Spinnaker Trust
Maine
$6.08M
PAG
121
Private Advisor Group
New Jersey
$6.04M
MFPI
122
Midwest Financial Partners Investments
Minnesota
$5.98M
HHGA
123
Halbert Hargrove Global Advisors
California
$5.96M
MA
124
Mutual Advisors
Nebraska
$5.9M
PWM
125
Perigon Wealth Management
California
$5.87M