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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
FWP
326
Firethorn Wealth Partners
Georgia
$1.03M
MBFW
327
Morton Brown Family Wealth
Pennsylvania
$1.03M
KP
328
Keel Point
Alabama
$1.03M
RCS
329
Retirement Capital Strategies
California
$1.02M
KF
330
Kelsey Financial
California
$1.02M
CAM
331
Cresset Asset Management
Illinois
$1.01M
BIG
332
Brookwood Investment Group
Arizona
$1.01M
AI
333
Atria Investments
North Carolina
$1M
TWM
334
TSA Wealth Management
Texas
$997K
MFA
335
McClarren Financial Advisors
Pennsylvania
$993K
BIA
336
Bell Investment Advisors
California
$991K
PPW
337
Presilium Private Wealth
Pennsylvania
$989K
DADC
338
D.A. Davidson & Co
Montana
$989K
KFP
339
Keener Financial Planning
Texas
$985K
MHB
340
Midwest Heritage Bank
Iowa
$984K
ACA
341
American Capital Advisory
Idaho
$984K
EFL
342
ERn Financial LLC
Wisconsin
$966K
US Bancorp
343
US Bancorp
Minnesota
$964K
MA
344
MKT Advisors
California
$953K
CC
345
Chicago Capital
Illinois
$948K
CI Investments Inc
346
CI Investments Inc
Ontario, Canada
$933K
RSWM
347
Robertson Stephens Wealth Management
California
$933K
FPGK
348
Financial Partners Group (Kansas)
Kansas
$931K
TPCW
349
TD Private Client Wealth
New York
$928K
BAM
350
Belpointe Asset Management
Nevada
$919K