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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
VT
276
Vise Technologies
New York
$1.45M
SFG
277
SNS Financial Group
Minnesota
$1.44M
TCA
278
Transcend Capital Advisors
New Jersey
$1.42M
MBT
279
Montecito Bank & Trust
California
$1.41M
Bessemer Group
280
Bessemer Group
New Jersey
$1.4M
WAM
281
WNY Asset Management
New York
$1.4M
FFS
282
Founders Financial Securities
Maryland
$1.39M
KV
283
Kickstand Ventures
New York
$1.39M
Jones Financial Companies
284
Jones Financial Companies
Missouri
$1.39M
SVWG
285
Shared Vision Wealth Group
United States
$1.38M
Fifth Third Bancorp
286
Fifth Third Bancorp
Ohio
$1.36M
MWM
287
Modern Wealth Management
Kansas
$1.36M
WFS
288
WealthGarden F.S.
California
$1.35M
WWG
289
West Wealth Group
California
$1.34M
CA
290
CWC Advisors
Oregon
$1.34M
PAI
291
Pittenger & Anderson Inc
Nebraska
$1.33M
DAS
292
Dynamic Advisor Solutions
Arizona
$1.32M
CIA
293
Compass Ion Advisors
Pennsylvania
$1.31M
BBA
294
BLB&B Advisors
Pennsylvania
$1.3M
GKWIM
295
Gerber Kawasaki Wealth & Investment Management
California
$1.3M
HPM
296
Hoxton Planning & Management
West Virginia
$1.29M
SP
297
Symmetry Partners
Connecticut
$1.29M
TWP
298
Tempus Wealth Planning
California
$1.29M
OGF
299
Orin Green Financial
California
$1.27M
WA
300
Wealth Alliance
New York
$1.26M