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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
NBWM
451
North Berkeley Wealth Management
California
$544K
SPP
452
Single Point Partners
Massachusetts
$543K
CIA
453
Capital Investment Advisors
Georgia
$543K
MT
454
Midwest Trust
Kansas
$541K
BCWM
455
Bartlett & Co Wealth Management
Ohio
$534K
FCA
456
Fortis Capital Advisors
Kansas
$533K
PA
457
PFG Advisors
Arizona
$529K
GSWM
458
Golden State Wealth Management
California
$527K
VWM
459
Venturi Wealth Management
Texas
$527K
GFA
460
Godfrey Financial Associates
New York
$524K
Russell Investments Group
461
Russell Investments Group
United Kingdom
$523K
FGAM
462
Financial Gravity Asset Management
Texas
$522K
OPWM
463
Oregon Pacific Wealth Management
Oregon
$520K
PFM
464
Peak Financial Management
Massachusetts
$516K
EB
465
Eastern Bank
Massachusetts
$514K
EWA
466
Emergent Wealth Advisors
New York
$512K
QC
467
Quent Capital
New York
$504K
CAAM
468
Cornerstone Advisors Asset Management
Pennsylvania
$504K
DE
469
Diversified Enterprises
Delaware
$501K
LW
470
Libra Wealth
California
$501K
DWM
471
Destination Wealth Management
California
$499K
BAAM
472
Baker Avenue Asset Management
California
$498K
PWS
473
Proactive Wealth Strategies
Georgia
$494K
CWM
474
Curtis Wealth Management
Nevada
$492K
NF
475
Napier Financial
Massachusetts
$489K