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iShares ESG Aware MSCI USA ETF

790 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, 271 increasing their positions, 307 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 ownership

Funds ownership:

less funds holding

Funds holding:

7% less capital invested

Capital invested by funds: $11.8B → $10.9B (-$846M)

12% less repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 307

Holders
790
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
MFA
226
Mayflower Financial Advisors
Massachusetts
$2.09M
SFC
227
SYM Financial Corp
Indiana
$2.08M
1SB
228
1ST Source Bank
Indiana
$2.05M
VCM
229
Vision Capital Management
Oregon
$2.04M
NL
230
NEPC LLC
Massachusetts
$1.97M
BWA
231
Boulder Wealth Advisors
Colorado
$1.93M
AIM
232
Acropolis Investment Management
Missouri
$1.92M
GA
233
GFS Advisors
Texas
$1.91M
RF
234
RHS Financial
California
$1.9M
AWE
235
Avidian Wealth Enterprises
Texas
$1.87M
BWP
236
BlueStem Wealth Partners
Minnesota
$1.86M
DC
237
Davenport & Co
Virginia
$1.84M
GWM
238
GSB Wealth Management
Connecticut
$1.82M
MFA
239
Morling Financial Advisors
California
$1.81M
CWM
240
Cranbrook Wealth Management
Michigan
$1.8M
AF
241
Allworth Financial
California
$1.8M
MCM
242
Mendel Capital Management
Arkansas
$1.79M
WL
243
WIT LLC
District of Columbia
$1.76M
CPIG
244
Chicago Partners Investment Group
Illinois
$1.75M
SPIA
245
Strategic Point Investment Advisors
Rhode Island
$1.74M
WIA
246
World Investment Advisors
California
$1.74M
SW
247
Simplicity Wealth
New Jersey
$1.73M
OCA
248
OpenArc Corporate Advisory
Georgia
$1.69M
William Blair & Company
249
William Blair & Company
Illinois
$1.66M
ISFAN
250
Investor's Fiduciary Advisor Network
Washington
$1.65M