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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
HF
176
HRT Financial
New York
$3.39M
SWM
177
SigFig Wealth Management
California
$3.3M
DWA
178
Davis Wealth Advisors
New Hampshire
$3.29M
GC
179
Garde Capital
Washington
$3.28M
PI
180
PFG Investments
New York
$3.15M
LWA
181
Lifelong Wealth Advisors
Minnesota
$3.14M
Jane Street
182
Jane Street
New York
$3.08M
HAG
183
HF Advisory Group
Maryland
$3.03M
EWA
184
EP Wealth Advisors
California
$3M
IAS
185
Integrity Advisory Solutions
Texas
$2.95M
Brown Advisory
186
Brown Advisory
Maryland
$2.95M
JSW
187
Journey Strategic Wealth
New Jersey
$2.95M
FFN
188
Focus Financial Network
Minnesota
$2.94M
PCA
189
Prosperity Capital Advisors
Ohio
$2.94M
MGIA
190
Moneta Group Investment Advisors
Missouri
$2.89M
Pathstone Holdings
191
Pathstone Holdings
New Jersey
$2.87M
DAS
192
Diversify Advisory Services
Utah
$2.85M
OSAM
193
O'Shaughnessy Asset Management
Connecticut
$2.84M
FHC
194
First Horizon Corporation
Tennessee
$2.84M
PWMG
195
Pioneer Wealth Management Group
Texas
$2.83M
BF
196
Brooklyn FI
New York
$2.81M
SW
197
SoFi Wealth
California
$2.77M
CFP
198
Cascade Financial Partners
California
$2.76M
LWL
199
Leo Wealth LLC
Texas
$2.74M
CA
200
CGN Advisors
Kansas
$2.72M