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