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iShares ESG Aware MSCI USA Growth ETF

17 hedge funds and large institutions have $16M invested in iShares ESG Aware MSCI USA Growth ETF in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

11.86% more ownership

Funds ownership: 64.78%76.64% (+12%)

10% less capital invested

Capital invested by funds: $17.9M → $16M (-$1.81M)

11% less funds holding

Funds holding: 1917 (-2)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

60% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 5

Holders
17
Holders Change
-2
Holders Change %
-10.53%
% of All Funds
0.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
2
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1
Lido Advisors
California
$7.85M -$150K -2,959 -2%
Creative Planning
2
Creative Planning
Kansas
$1.97M +$2.09M +41,208 New
PWM
3
Perigon Wealth Management
California
$1.83M +$1.94M +38,329 New
JP Morgan Chase
4
JP Morgan Chase
New York
$1.57M +$1.73M +34,083 New
Goldman Sachs
5
Goldman Sachs
New York
$830K -$248K -4,899 -22%
AWM
6
Apollon Wealth Management
South Carolina
$424K -$244K -4,828 -35%
SWA
7
Serenus Wealth Advisors
California
$419K
JMNC
8
J. Mark Nickell & Co
Tennessee
$345K
TRCT
9
Tower Research Capital (TRC)
New York
$234K +$101K +2,003 +69%
BEI
10
Benjamin Edwards Inc
Missouri
$217K -$7.59K -150 -3%
IA
11
IFP Advisors
Florida
$131K
LFG
12
Larson Financial Group
Missouri
$78.9K -$37.8K -746 -31%
GSEP
13
Golden State Equity Partners
California
$63.9K +$67.7K +1,338 New
FRA
14
Front Row Advisors
California
$32.5K
BL
15
BFSG LLC
California
$21.5K
SAM
16
Sherman Asset Management
California
$16.8K
SS
17
Sunbelt Securities
Texas
$11.6K +$152 +3 +1%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
-$1.79M -33,786 Closed
Citadel Advisors
19
Citadel Advisors
Florida
-$1.25M -23,570 Closed
Jane Street
20
Jane Street
New York
-$245K -4,622 Closed
PRAG
21
Portfolio Resources Advisor Group
Florida
-$5.29K -100 Closed
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
-$1K -10 Closed
PP
23
Prosperity Planning
Missouri
-$234K