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iShares ESG Aware MSCI USA ETF

806 hedge funds and large institutions have $10.9B invested in iShares ESG Aware MSCI USA ETF in 2026 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 277 increasing their positions, 313 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

7% less capital invested

Capital invested by funds: $11.8B → $10.9B (-$815M)

12% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 313

Holders
806
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$69.2M
2 +$49.6M
3 +$37.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$24.1M
5
Betterment LLC
Betterment LLC
New York
+$17.4M

Top Sellers

1 -$883M
2 -$123M
3 -$114M
4
JP Morgan Chase
JP Morgan Chase
New York
-$41.7M
5
Empower Advisory Group
Empower Advisory Group
Colorado
-$38.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
226
Beacon Financial Group
Texas
$2.1M
TIAA Trust, National Association
227
TIAA Trust, National Association
North Carolina
$2.09M
MFA
228
Mayflower Financial Advisors
Massachusetts
$2.09M
SFC
229
SYM Financial Corp
Indiana
$2.08M
1SB
230
1ST Source Bank
Indiana
$2.05M
VCM
231
Vision Capital Management
Oregon
$2.04M
NL
232
NEPC LLC
Massachusetts
$1.97M
BWA
233
Boulder Wealth Advisors
Colorado
$1.93M
AIM
234
Acropolis Investment Management
Missouri
$1.92M
GA
235
GFS Advisors
Texas
$1.91M
RF
236
RHS Financial
California
$1.9M
AWE
237
Avidian Wealth Enterprises
Texas
$1.87M
BWP
238
BlueStem Wealth Partners
Minnesota
$1.86M
DC
239
Davenport & Co
Virginia
$1.84M
GWM
240
GSB Wealth Management
Connecticut
$1.82M
MFA
241
Morling Financial Advisors
California
$1.81M
CWM
242
Cranbrook Wealth Management
Michigan
$1.8M
AF
243
Allworth Financial
California
$1.8M
MCM
244
Mendel Capital Management
Arkansas
$1.79M
WL
245
WIT LLC
District of Columbia
$1.76M
CPIG
246
Chicago Partners Investment Group
Illinois
$1.75M
SPIA
247
Strategic Point Investment Advisors
Rhode Island
$1.74M
WIA
248
World Investment Advisors
California
$1.74M
SW
249
Simplicity Wealth
New Jersey
$1.73M
OCA
250
OpenArc Corporate Advisory
Georgia
$1.69M