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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
FRA
376
Front Row Advisors
California
$800K
XPN
377
XY Planning Network
Montana
$799K
QPWM
378
Quadrant Private Wealth Management
Pennsylvania
$797K
First Trust Advisors
379
First Trust Advisors
Illinois
$796K
WA
380
Waverly Advisors
Alabama
$795K
TWA
381
Talisman Wealth Advisors
New Jersey
$792K
TWCA
382
Two West Capital Advisors
Kansas
$789K
PTC
383
Private Trust Company
Ohio
$787K
IA
384
IFP Advisors
Florida
$785K
FF
385
Farrell Financial
New York
$784K
NW
386
NewEdge Wealth
Pennsylvania
$779K
SPI
387
Sutton Place Investors
New York
$777K
BCM
388
Becker Capital Management
Oregon
$776K
SRB
389
Shotwell Rutter Baer
Michigan
$762K
DA
390
Detalus Advisors
Missouri
$750K
WAM
391
Weinberger Asset Management
California
$749K
GF
392
GTS Financial
Minnesota
$741K
Lido Advisors
393
Lido Advisors
California
$740K
CCFM
394
Clear Creek Financial Management
Washington
$736K
KWM
395
Kingsview Wealth Management
Oregon
$734K
MWM
396
MBE Wealth Management
Wisconsin
$734K
O3W
397
Omni 360 Wealth
New Jersey
$733K
AL
398
Aspiriant LLC
California
$728K
LPAM
399
Lodestar Private Asset Management
California
$722K
NG
400
Navigation Group
California
$720K