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iShares ESG Aware MSCI USA ETF

798 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, 273 increasing their positions, 310 reducing their positions, and 52 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 (-$844M)

12% less repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 310

Holders
798
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
RCS
326
Retirement Capital Strategies
California
$1.02M
KF
327
Kelsey Financial
California
$1.02M
CAM
328
Cresset Asset Management
Illinois
$1.01M
BIG
329
Brookwood Investment Group
Arizona
$1.01M
AI
330
Atria Investments
North Carolina
$1M
TWM
331
TSA Wealth Management
Texas
$997K
MFA
332
McClarren Financial Advisors
Pennsylvania
$993K
BIA
333
Bell Investment Advisors
California
$991K
PPW
334
Presilium Private Wealth
Pennsylvania
$989K
DADC
335
D.A. Davidson & Co
Montana
$989K
KFP
336
Keener Financial Planning
Texas
$985K
MHB
337
Midwest Heritage Bank
Iowa
$984K
ACA
338
American Capital Advisory
Idaho
$984K
EFL
339
ERn Financial LLC
Wisconsin
$966K
US Bancorp
340
US Bancorp
Minnesota
$964K
MA
341
MKT Advisors
California
$953K
CC
342
Chicago Capital
Illinois
$948K
CI Investments Inc
343
CI Investments Inc
Ontario, Canada
$933K
RSWM
344
Robertson Stephens Wealth Management
California
$933K
FPGK
345
Financial Partners Group (Kansas)
Kansas
$931K
TPCW
346
TD Private Client Wealth
New York
$928K
BAM
347
Belpointe Asset Management
Nevada
$919K
CFG
348
Cornerstone Financial Group
Nebraska
$912K
VNA
349
Valley National Advisers
Pennsylvania
$908K
CSPIA
350
Cary Street Partners Investment Advisory
Virginia
$906K