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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
XPN
376
XY Planning Network
Montana
$799K
QPWM
377
Quadrant Private Wealth Management
Pennsylvania
$797K
First Trust Advisors
378
First Trust Advisors
Illinois
$796K
WA
379
Waverly Advisors
Alabama
$795K
TWA
380
Talisman Wealth Advisors
New Jersey
$792K
TWCA
381
Two West Capital Advisors
Kansas
$789K
PTC
382
Private Trust Company
Ohio
$787K
IA
383
IFP Advisors
Florida
$785K
FF
384
Farrell Financial
New York
$784K
NW
385
NewEdge Wealth
Pennsylvania
$779K
SPI
386
Sutton Place Investors
New York
$777K
BCM
387
Becker Capital Management
Oregon
$776K
SRB
388
Shotwell Rutter Baer
Michigan
$762K
DA
389
Detalus Advisors
Missouri
$750K
WAM
390
Weinberger Asset Management
California
$749K
GFL
391
GTS FINANCIAL, LLC
Minnesota
$741K
Lido Advisors
392
Lido Advisors
California
$740K
CCFM
393
Clear Creek Financial Management
Washington
$736K
KWM
394
Kingsview Wealth Management
Oregon
$734K
MWM
395
MBE Wealth Management
Wisconsin
$734K
O3W
396
Omni 360 Wealth
New Jersey
$733K
AL
397
Aspiriant LLC
California
$728K
LPAM
398
Lodestar Private Asset Management
California
$722K
NG
399
Navigation Group
California
$720K
CA
400
Chatterton & Associates
California
$714K