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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
CTC
301
Central Trust Company
Missouri
$1.21M
XFP
302
Xena Financial Planning
Oregon
$1.2M
SA
303
Sovran Advisors
California
$1.2M
SI
304
Stephens Inc
Arkansas
$1.19M
SAI
305
Savvy Advisors Inc
New York
$1.17M
CA
306
CoreCap Advisors
Michigan
$1.17M
MAMG
307
Milestone Asset Management Group
Connecticut
$1.15M
NA
308
Nottingham Advisors
New York
$1.15M
WAL
309
W Advisors LLC
Tennessee
$1.14M
WA
310
WBH Advisory
Maryland
$1.13M
AWP
311
Axis Wealth Partners
Rhode Island
$1.12M
JC
312
JB Capital
Connecticut
$1.11M
NB
313
NBT Bank
New York
$1.11M
AWM
314
Aprio Wealth Management
Georgia
$1.11M
KFSC
315
Keystone Financial Services (Colorado)
Colorado
$1.11M
MSA
316
Marino Stram & Associates
Massachusetts
$1.1M
OWCM
317
One Wealth Capital Management
Arizona
$1.09M
CWG
318
Crown Wealth Group
North Carolina
$1.07M
SAM
319
Strategy Asset Managers
California
$1.07M
ST
320
Sentinel Trust
Texas
$1.06M
AC
321
AlphaCore Capital
California
$1.05M
HFS
322
Hughes Financial Services
Virginia
$1.04M
FWP
323
Firethorn Wealth Partners
Georgia
$1.03M
MBFW
324
Morton Brown Family Wealth
Pennsylvania
$1.03M
RCS
325
Retirement Capital Strategies
California
$1.02M