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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
KF
326
Kelsey Financial
California
$1.02M
CAM
327
Cresset Asset Management
Illinois
$1.01M
BIG
328
Brookwood Investment Group
Arizona
$1.01M
AI
329
Atria Investments
North Carolina
$1M
TWM
330
TSA Wealth Management
Texas
$997K
MFA
331
McClarren Financial Advisors
Pennsylvania
$993K
BIA
332
Bell Investment Advisors
California
$991K
PPW
333
Presilium Private Wealth
Pennsylvania
$989K
DADC
334
D.A. Davidson & Co
Montana
$989K
KFP
335
Keener Financial Planning
Texas
$985K
MHB
336
Midwest Heritage Bank
Iowa
$984K
ACA
337
American Capital Advisory
Idaho
$984K
EFL
338
ERn Financial LLC
Wisconsin
$966K
US Bancorp
339
US Bancorp
Minnesota
$964K
MA
340
MKT Advisors
California
$953K
CC
341
Chicago Capital
Illinois
$948K
CI Investments Inc
342
CI Investments Inc
Ontario, Canada
$933K
RSWM
343
Robertson Stephens Wealth Management
California
$933K
FPGK
344
Financial Partners Group (Kansas)
Kansas
$931K
TPCW
345
TD Private Client Wealth
New York
$928K
BAM
346
Belpointe Asset Management
Nevada
$919K
CFG
347
Cornerstone Financial Group
Nebraska
$912K
VNA
348
Valley National Advisers
Pennsylvania
$908K
CSPIA
349
Cary Street Partners Investment Advisory
Virginia
$906K
PFS
350
Prospera Financial Services
Texas
$894K