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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
MWM
376
Meridian Wealth Management
Kentucky
$813K
VA
377
Vident Advisory
Georgia
$808K
AWA
378
Aaron Wealth Advisors
Illinois
$805K
FRA
379
Front Row Advisors
California
$800K
XPN
380
XY Planning Network
Montana
$799K
QPWM
381
Quadrant Private Wealth Management
Pennsylvania
$797K
First Trust Advisors
382
First Trust Advisors
Illinois
$796K
WA
383
Waverly Advisors
Alabama
$795K
TWA
384
Talisman Wealth Advisors
New Jersey
$792K
TWCA
385
Two West Capital Advisors
Kansas
$789K
PTC
386
Private Trust Company
Ohio
$787K
IA
387
IFP Advisors
Florida
$785K
FF
388
Farrell Financial
New York
$784K
NW
389
NewEdge Wealth
Pennsylvania
$779K
SPI
390
Sutton Place Investors
New York
$777K
BCM
391
Becker Capital Management
Oregon
$776K
SRB
392
Shotwell Rutter Baer
Michigan
$762K
DA
393
Detalus Advisors
Missouri
$750K
WAM
394
Weinberger Asset Management
California
$749K
GF
395
GTS Financial
Minnesota
$741K
Lido Advisors
396
Lido Advisors
California
$740K
CCFM
397
Clear Creek Financial Management
Washington
$736K
KWM
398
Kingsview Wealth Management
Oregon
$734K
MWM
399
MBE Wealth Management
Wisconsin
$734K
O3W
400
Omni 360 Wealth
New Jersey
$733K