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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
BWA
426
Basecamp Wealth Advisors
Washington
$659K
EL
427
EQ LLC
Washington
$657K
RIM
428
Ryan Investment Management
Colorado
$656K
FFG
429
Fiduciary Financial Group
California
$656K
AMG
430
APS Management Group
California
$639K
MFP
431
Meridian Financial Partners
Virginia
$633K
S
432
SignatureFD
Georgia
$628K
GA
433
Greenspring Advisors
Maryland
$627K
CPP
434
Capasso Planning Partners
South Carolina
$626K
MHR
435
Matthew Hamilton Rosenberg
$619K
VW
436
Veridan Wealth
Oregon
$613K
W
437
WealthCollab
Washington
$610K
CIC
438
Carnegie Investment Counsel
Ohio
$610K
AWA
439
Asempa Wealth Advisors
Louisiana
$609K
RWP
440
RWA Wealth Partners
Massachusetts
$600K
CA
441
Clune & Associates
Illinois
$599K
FIA
442
Foundations Investment Advisors
Arizona
$595K
OPCM
443
Osborne Partners Capital Management
California
$584K
ACS
444
Archford Capital Strategies
Illinois
$584K
BRWA
445
B. Riley Wealth Advisors
Florida
$581K
OC
446
Oppenheimer & Co
New York
$579K
OPF
447
Old Peak Finance
North Carolina
$571K
LWMI
448
Legacy Wealth Management (Idaho)
Idaho
$571K
VA
449
Valmark Advisers
Ohio
$571K
CB
450
Commerce Bank
Missouri
$568K