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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
AL
401
Aspiriant LLC
California
$728K
LPAM
402
Lodestar Private Asset Management
California
$722K
NG
403
Navigation Group
California
$720K
CA
404
Chatterton & Associates
California
$714K
RCA
405
Resonant Capital Advisors
Wisconsin
$714K
GDP
406
Great Diamond Partners
Maine
$713K
TF
407
Theory Financial
Colorado
$705K
AF
408
Advisornet Financial
Minnesota
$702K
EPW
409
Evolve Private Wealth
California
$702K
WP
410
WealthShield Partners
North Carolina
$699K
VA
411
VestGen Advisors
Illinois
$695K
IWM
412
IHT Wealth Management
Illinois
$691K
SWM
413
Spire Wealth Management
Virginia
$689K
IF
414
Intrua Financial
Texas
$679K
MWA
415
Motive Wealth Advisors
Michigan
$677K
HFS
416
Howard Financial Services
Texas
$676K
AA
417
Armis Advisers
Georgia
$672K
CPG
418
Cornerstone Planning Group
New Jersey
$671K
BFP
419
Brewster Financial Planning
New York
$671K
EI
420
Ethic Inc
New York
$666K
TC
421
Trilogy Capital
California
$666K
CAAS
422
Capital Asset Advisory Services
Michigan
$665K
USCWA
423
U.S. Capital Wealth Advisors
Texas
$664K
FA
424
FC Advisory
Pennsylvania
$661K
RF
425
Rossby Financial
Florida
$659K