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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
PFS
351
Prospera Financial Services
Texas
$894K
LOIP
352
Live Oak Investment Partners
Texas
$892K
BIA
353
Bigelow Investment Advisors
Maine
$888K
BSB
354
Bangor Savings Bank
Maine
$887K
UBS AM
355
UBS AM
Illinois
$886K
VAI
356
Vanguard Advisers Inc
Pennsylvania
$885K
M&T Bank
357
M&T Bank
New York
$880K
MGP
358
Metis Global Partners
California
$879K
MNA
359
Manning & Napier Advisors
New York
$876K
TIA
360
Traphagen Investment Advisors
New Jersey
$862K
WCFA
361
Walkner Condon Financial Advisors
Wisconsin
$861K
IFG
362
Independent Financial Group
California
$855K
FHA
363
Flagship Harbor Advisors
Massachusetts
$853K
AAM
364
Ameraudi Asset Management
New York
$852K
JRSI
365
Jeter Robert S II
$849K
AG
366
Ascent Group
Virginia
$847K
RP
367
Riverwater Partners
Wisconsin
$845K
WWM
368
Western Wealth Management
Colorado
$842K
XF
369
XML Financial
Maryland
$830K
SMWM
370
Silvia McColl Wealth Management
California
$828K
DWP
371
Destiny Wealth Partners
Florida
$821K
LIA
372
LifePlan Investment Advisors
North Carolina
$818K
MWM
373
Meridian Wealth Management
Kentucky
$813K
VA
374
Vident Advisory
Georgia
$808K
AWA
375
Aaron Wealth Advisors
Illinois
$805K