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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
PA
101
Parallel Advisors
California
$7.94M
FFA
102
Farther Finance Advisors
California
$7.85M
AssetMark Inc
103
AssetMark Inc
California
$7.72M
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$7.61M
CIAS
105
CFS Investment Advisory Services
New Jersey
$7.42M
P
106
&Partners
Tennessee
$7.34M
BFP
107
Birchwood Financial Partners
Minnesota
$7.16M
ALA
108
Atlas Legacy Advisors
California
$7.02M
Mirae Asset Global Investments
109
Mirae Asset Global Investments
South Korea
$7M
VFA
110
Valeo Financial Advisors
Indiana
$6.94M
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$6.92M
DRP
112
Decker Retirement Planning
Utah
$6.71M
MFG
113
Merit Financial Group
Georgia
$6.68M
YWM
114
Yukon Wealth Management
Kansas
$6.28M
BNP Paribas Financial Markets
115
BNP Paribas Financial Markets
France
$6.24M
SWG
116
Summit Wealth Group
Vermont
$6.18M
ACA
117
Aptus Capital Advisors
Alabama
$6.1M
OCM
118
One Capital Management
California
$6.09M
ST
119
Spinnaker Trust
Maine
$6.08M
PAG
120
Private Advisor Group
New Jersey
$6.04M
MFPI
121
Midwest Financial Partners Investments
Minnesota
$5.98M
HHGA
122
Halbert Hargrove Global Advisors
California
$5.96M
MA
123
Mutual Advisors
Nebraska
$5.9M
PWM
124
Perigon Wealth Management
California
$5.87M
UB
125
UMB Bank
Missouri
$5.8M