We are live on ! Find out more
ESGU icon

iShares ESG Aware MSCI USA ETF

830 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 112 funds opening new positions, 265 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 capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

1.59% less ownership

Funds ownership: 78.9%77.31% (-1.6%)

13% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 305

Holders
830
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
BCI
126
Brinker Capital Investments
Pennsylvania
$5.49M
Neuberger Berman Group
127
Neuberger Berman Group
New York
$5.41M
PA
128
Planning Alternatives
Michigan
$5.33M
BRIA
129
Balanced Rock Investment Advisors
Massachusetts
$5.29M
FPAS
130
Focus Partners Advisor Solutions
Missouri
$5.27M
BWA
131
Boulder Wealth Advisors
Colorado
$5.25M
LRWA
132
Long Run Wealth Advisors
New York
$5.24M
MW
133
Maia Wealth
Colorado
$5.21M
AFC
134
Avise Financial Cooperative
California
$5.19M
PWA
135
Physician Wealth Advisors
Utah
$5.01M
HGWM
136
Horst & Graben Wealth Management
Oregon
$4.99M
MCWS
137
McKinley Carter Wealth Services
West Virginia
$4.94M
Acadian Asset Management
138
Acadian Asset Management
Massachusetts
$4.91M
MWM
139
Mascoma Wealth Management
New Hampshire
$4.84M
NPT
140
National Philanthropic Trust
Pennsylvania
$4.77M
SWP
141
Stratos Wealth Partners
Ohio
$4.72M
BS
142
Banco Santander
Spain
$4.62M
KWS
143
Keystone Wealth Services
California
$4.58M
GIA
144
Goodwin Investment Advisory
Georgia
$4.58M
SWP
145
Sagespring Wealth Partners
Tennessee
$4.51M
SPIA
146
Steward Partners Investment Advisory
New York
$4.26M
GM
147
GeoWealth Management
Illinois
$4.21M
Rockefeller Capital Management
148
Rockefeller Capital Management
New York
$4.19M
RA
149
RFG Advisory
Alabama
$4.18M
BW
150
Balance Wealth
Ohio
$3.95M