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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
CWM
251
Contango Wealth Management
California
$1.68M
William Blair & Company
252
William Blair & Company
Illinois
$1.66M
ISFAN
253
Investor's Fiduciary Advisor Network
Washington
$1.65M
IAG
254
Ipsen Advisor Group
Arkansas
$1.63M
SMA
255
Sage Mountain Advisors
Georgia
$1.62M
G
256
GenTrust
Florida
$1.6M
PFGIA
257
Patriot Financial Group Insurance Agency
Massachusetts
$1.6M
COCM
258
Charter Oak Capital Management
New Hampshire
$1.57M
GWP
259
Gateway Wealth Partners
Wisconsin
$1.55M
SCA
260
Scott Capital Advisors
Oregon
$1.55M
SFS
261
Sowell Financial Services
Arkansas
$1.55M
BWL
262
Bogart Wealth LLC
Virginia
$1.52M
CWMK
263
Caliber Wealth Management (Kansas)
Kansas
$1.51M
GWMR
264
GC Wealth Management RIA
Massachusetts
$1.51M
KPWS
265
Kestra Private Wealth Services
Texas
$1.51M
RFP
266
RCS Financial Planning
Maryland
$1.5M
RFA
267
RTD Financial Advisors
Pennsylvania
$1.49M
Baird Financial Group
268
Baird Financial Group
Wisconsin
$1.49M
HT
269
Headlands Technologies
Illinois
$1.49M
AQR Capital Management
270
AQR Capital Management
Connecticut
$1.48M
EWA
271
EverSource Wealth Advisors
Alabama
$1.47M
SAM
272
Smartleaf Asset Management
Massachusetts
$1.46M
GAM
273
Gould Asset Management
California
$1.46M
JFG
274
JMG Financial Group
Illinois
$1.46M
OFP
275
OLIO Financial Planning
Virginia
$1.45M