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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
WWM
151
WT Wealth Management
Arizona
$3.93M
CW
152
CreativeOne Wealth
Kansas
$3.86M
RW
153
Ridgeline Wealth
Arizona
$3.84M
WIM
154
WealthPlan Investment Management
Nebraska
$3.84M
TFP
155
TrueWealth Financial Partners
Washington
$3.81M
EH
156
Equitable Holdings
New York
$3.8M
TBF
157
True Blue Financial
Michigan
$3.8M
FG
158
Foster Group
Iowa
$3.76M
Stifel Financial
159
Stifel Financial
Missouri
$3.74M
MP
160
Moment Partners
California
$3.72M
SC
161
Savant Capital
Illinois
$3.71M
EWP
162
Elevation Wealth Partners
California
$3.66M
GCG
163
Gilbert Capital Group
Maine
$3.6M
IAN
164
Integrated Advisors Network
Texas
$3.59M
JPG
165
Jordan Park Group
California
$3.59M
FCA
166
FLC Capital Advisors
California
$3.59M
PCIG
167
Partners Capital Investment Group
Massachusetts
$3.58M
HWM
168
HB Wealth Management
Georgia
$3.53M
IWM
169
Integris Wealth Management
California
$3.49M
OWM
170
Opes Wealth Management
California
$3.46M
WS
171
Wedbush Securities
California
$3.46M
MPW
172
MA Private Wealth
California
$3.46M
IC
173
IEQ Capital
California
$3.44M
RFC
174
Regions Financial Corp
Alabama
$3.43M
WC
175
Weil Company
California
$3.4M