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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
CA
201
CGN Advisors
Kansas
$2.72M
Franklin Resources
202
Franklin Resources
California
$2.66M
MOS
203
MGO One Seven
Ohio
$2.65M
HFA
204
High Falls Advisors
New York
$2.63M
Renaissance Technologies
205
Renaissance Technologies
New York
$2.62M
MCM
206
MAI Capital Management
Ohio
$2.62M
AGWCA
207
Annis Gardner Whiting Capital Advisors
Florida
$2.61M
HSWS
208
Higgins & Schmidt Wealth Strategies
Colorado
$2.6M
FWM
209
Fingerlakes Wealth Management
New York
$2.59M
DT
210
Diversified Trust
Tennessee
$2.58M
WLIM
211
White Lighthouse Investment Management
Massachusetts
$2.55M
OAP
212
One Advisory Partners
Kansas
$2.55M
TWC
213
TD Waterhouse Canada
Ontario, Canada
$2.52M
CCM
214
Coldstream Capital Management
Washington
$2.51M
AFG
215
Atomi Financial Group
New York
$2.5M
IWA
216
Icon Wealth Advisors
Texas
$2.47M
SCA
217
Snowden Capital Advisors
New York
$2.45M
AWM
218
Apollon Wealth Management
South Carolina
$2.38M
RIA
219
Regal Investment Advisors
Michigan
$2.37M
CIAS
220
Capital Investment Advisory Services
North Carolina
$2.37M
PIA
221
Perennial Investment Advisors
California
$2.36M
MWM
222
Madrid Wealth Management
New Mexico
$2.32M
PFA
223
Pure Financial Advisors
California
$2.27M
SAMC
224
Spectrum Asset Management (California)
California
$2.26M
AWM
225
AE Wealth Management
Kansas
$2.24M