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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
GVAG
451
Great Valley Advisor Group
Delaware
$564K
CFIA
452
Cantor Fitzgerald Investment Advisors
New York
$556K
LF
453
Lantz Financial
Illinois
$546K
AA
454
Ancora Advisors
Ohio
$546K
MYIA
455
Mount Yale Investment Advisors
Colorado
$546K
TFO
456
Tarbox Family Office
California
$545K
NBWM
457
North Berkeley Wealth Management
California
$544K
SPP
458
Single Point Partners
Massachusetts
$543K
CIA
459
Capital Investment Advisors
Georgia
$543K
MT
460
Midwest Trust
Kansas
$541K
BCWM
461
Bartlett & Co Wealth Management
Ohio
$534K
FCA
462
Fortis Capital Advisors
Kansas
$533K
PA
463
PFG Advisors
Arizona
$529K
GSWM
464
Golden State Wealth Management
California
$527K
VWM
465
Venturi Wealth Management
Texas
$527K
GFA
466
Godfrey Financial Associates
New York
$524K
Russell Investments Group
467
Russell Investments Group
United Kingdom
$523K
FGAM
468
Financial Gravity Asset Management
Texas
$522K
OPWM
469
Oregon Pacific Wealth Management
Oregon
$520K
PFM
470
Peak Financial Management
Massachusetts
$516K
EB
471
Eastern Bank
Massachusetts
$514K
EWA
472
Emergent Wealth Advisors
New York
$512K
QC
473
Quent Capital
New York
$504K
CAAM
474
Cornerstone Advisors Asset Management
Pennsylvania
$504K
DE
475
Diversified Enterprises
Delaware
$501K