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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
MFP
426
Meridian Financial Partners
Virginia
$633K
S
427
SignatureFD
Georgia
$628K
GA
428
Greenspring Advisors
Maryland
$627K
MHR
429
Matthew Hamilton Rosenberg
$619K
VW
430
Veridan Wealth
Oregon
$613K
W
431
WealthCollab
Washington
$610K
CIC
432
Carnegie Investment Counsel
Ohio
$610K
AWA
433
Asempa Wealth Advisors
Louisiana
$609K
RWP
434
RWA Wealth Partners
Massachusetts
$600K
CA
435
Clune & Associates
Illinois
$599K
FIA
436
Foundations Investment Advisors
Arizona
$595K
OPCM
437
Osborne Partners Capital Management
California
$584K
ACS
438
Archford Capital Strategies
Illinois
$584K
BRWA
439
B. Riley Wealth Advisors
Florida
$581K
OC
440
Oppenheimer & Co
New York
$579K
OPF
441
Old Peak Finance
North Carolina
$571K
LWMI
442
Legacy Wealth Management (Idaho)
Idaho
$571K
VA
443
Valmark Advisers
Ohio
$571K
CB
444
Commerce Bank
Missouri
$568K
GVAG
445
Great Valley Advisor Group
Delaware
$564K
CFIA
446
Cantor Fitzgerald Investment Advisors
New York
$556K
LF
447
Lantz Financial
Illinois
$546K
AA
448
Ancora Advisors
Ohio
$546K
MYIA
449
Mount Yale Investment Advisors
Colorado
$546K
TFO
450
Tarbox Family Office
California
$545K