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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
CA
401
Chatterton & Associates
California
$714K
RCA
402
Resonant Capital Advisors
Wisconsin
$714K
GDP
403
Great Diamond Partners
Maine
$713K
TF
404
Theory Financial
Colorado
$705K
AF
405
Advisornet Financial
Minnesota
$702K
EPW
406
Evolve Private Wealth
California
$702K
WP
407
WealthShield Partners
North Carolina
$699K
VA
408
VestGen Advisors
Illinois
$695K
IWM
409
IHT Wealth Management
Illinois
$691K
SWM
410
Spire Wealth Management
Virginia
$689K
IF
411
Intrua Financial
Texas
$679K
MWA
412
Motive Wealth Advisors
Michigan
$677K
HFS
413
Howard Financial Services
Texas
$676K
AA
414
Armis Advisers
Georgia
$672K
CPG
415
Cornerstone Planning Group
New Jersey
$671K
BFP
416
Brewster Financial Planning
New York
$671K
EI
417
Ethic Inc
New York
$666K
TC
418
Trilogy Capital
California
$666K
CAAS
419
Capital Asset Advisory Services
Michigan
$665K
USCWA
420
U.S. Capital Wealth Advisors
Texas
$664K
FA
421
FC Advisory
Pennsylvania
$661K
RF
422
Rossby Financial
Florida
$659K
EL
423
EQ LLC
Washington
$657K
RIM
424
Ryan Investment Management
Colorado
$656K
FFG
425
Fiduciary Financial Group
California
$656K