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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
BTI
176
Blue Trust Inc
Georgia
$3.4M
HF
177
HRT Financial
New York
$3.39M
SWM
178
SigFig Wealth Management
California
$3.3M
DWA
179
Davis Wealth Advisors
New Hampshire
$3.29M
GC
180
Garde Capital
Washington
$3.28M
PI
181
PFG Investments
New York
$3.15M
LWA
182
Lifelong Wealth Advisors
Minnesota
$3.14M
Jane Street
183
Jane Street
New York
$3.08M
HAG
184
HF Advisory Group
Maryland
$3.03M
EWA
185
EP Wealth Advisors
California
$3M
IAS
186
Integrity Advisory Solutions
Texas
$2.95M
Brown Advisory
187
Brown Advisory
Maryland
$2.95M
JSW
188
Journey Strategic Wealth
New Jersey
$2.95M
FFN
189
Focus Financial Network
Minnesota
$2.94M
PCA
190
Prosperity Capital Advisors
Ohio
$2.94M
MGIA
191
Moneta Group Investment Advisors
Missouri
$2.89M
Pathstone Holdings
192
Pathstone Holdings
New Jersey
$2.87M
DAS
193
Diversify Advisory Services
Utah
$2.85M
OSAM
194
O'Shaughnessy Asset Management
Connecticut
$2.84M
FHC
195
First Horizon Corporation
Tennessee
$2.84M
PWMG
196
Pioneer Wealth Management Group
Texas
$2.83M
BF
197
Brooklyn FI
New York
$2.81M
SW
198
SoFi Wealth
California
$2.77M
CFP
199
Cascade Financial Partners
California
$2.76M
LWL
200
Leo Wealth LLC
Texas
$2.74M