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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
RIG
251
Ramiah Investment Group
Wisconsin
$1.63M
SMA
252
Sage Mountain Advisors
Georgia
$1.62M
G
253
GenTrust
Florida
$1.6M
PFGIA
254
Patriot Financial Group Insurance Agency
Massachusetts
$1.6M
COCM
255
Charter Oak Capital Management
New Hampshire
$1.57M
GWP
256
Gateway Wealth Partners
Wisconsin
$1.55M
SCA
257
Scott Capital Advisors
Oregon
$1.55M
SFS
258
Sowell Financial Services
Arkansas
$1.55M
BWL
259
Bogart Wealth LLC
Virginia
$1.52M
CWMK
260
Caliber Wealth Management (Kansas)
Kansas
$1.51M
GWMR
261
GC Wealth Management RIA
Massachusetts
$1.51M
KPWS
262
Kestra Private Wealth Services
Texas
$1.51M
RFP
263
RCS Financial Planning
Maryland
$1.5M
RFA
264
RTD Financial Advisors
Pennsylvania
$1.49M
Baird Financial Group
265
Baird Financial Group
Wisconsin
$1.49M
HT
266
Headlands Technologies
Illinois
$1.49M
AQR Capital Management
267
AQR Capital Management
Connecticut
$1.48M
EWA
268
EverSource Wealth Advisors
Alabama
$1.47M
SAM
269
Smartleaf Asset Management
Massachusetts
$1.46M
GAM
270
Gould Asset Management
California
$1.46M
JFG
271
JMG Financial Group
Illinois
$1.46M
OFP
272
OLIO Financial Planning
Virginia
$1.45M
VT
273
Vise Technologies
New York
$1.45M
SFG
274
SNS Financial Group
Minnesota
$1.44M
TCA
275
Transcend Capital Advisors
New Jersey
$1.42M