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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
KL
301
KilterHowling LLC
Colorado
$1.25M
ACM
302
Advisors Capital Management
New Jersey
$1.24M
RCAG
303
Rehmann Capital Advisory Group
Michigan
$1.22M
CTC
304
Central Trust Company
Missouri
$1.21M
XFP
305
Xena Financial Planning
Oregon
$1.2M
SA
306
Sovran Advisors
California
$1.2M
SI
307
Stephens Inc
Arkansas
$1.19M
SAI
308
Savvy Advisors Inc
New York
$1.17M
CA
309
CoreCap Advisors
Michigan
$1.17M
MAMG
310
Milestone Asset Management Group
Connecticut
$1.15M
NA
311
Nottingham Advisors
New York
$1.15M
WAL
312
W Advisors LLC
Tennessee
$1.14M
WA
313
WBH Advisory
Maryland
$1.13M
AWP
314
Axis Wealth Partners
Rhode Island
$1.12M
JC
315
JB Capital
Connecticut
$1.11M
NB
316
NBT Bank
New York
$1.11M
AWM
317
Aprio Wealth Management
Georgia
$1.11M
KFSC
318
Keystone Financial Services (Colorado)
Colorado
$1.11M
MSA
319
Marino Stram & Associates
Massachusetts
$1.1M
OWCM
320
One Wealth Capital Management
Arizona
$1.09M
CWG
321
Crown Wealth Group
North Carolina
$1.07M
SAM
322
Strategy Asset Managers
California
$1.07M
ST
323
Sentinel Trust
Texas
$1.06M
AC
324
AlphaCore Capital
California
$1.05M
HFS
325
Hughes Financial Services
Virginia
$1.04M