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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
RWM
476
RKL Wealth Management
Pennsylvania
$486K
CG
477
Caprock Group
Idaho
$485K
JMNC
478
J. Mark Nickell & Co
Tennessee
$485K
CAL
479
Capital Analysts LLC
Pennsylvania
$479K
CWAI
480
Core Wealth Advisors (Indiana)
Indiana
$476K
LWPC
481
Legacy Wealth Partners (Colorado)
Colorado
$475K
KWA
482
Kingswood Wealth Advisors
California
$475K
SA
483
Scarborough Advisors
Maryland
$470K
JWM
484
JHP Wealth Management
Colorado
$470K
VWA
485
Visionary Wealth Advisors
Illinois
$470K
TWM
486
Tanager Wealth Management
United Kingdom
$469K
NAS
487
NWF Advisory Services
California
$467K
GWP
488
Gen-Wealth Partners
Michigan
$465K
MG
489
Mather Group
Illinois
$465K
CI
490
CX Institutional
Indiana
$464K
BWA
491
BCU Wealth Advisors
Illinois
$463K
SYBT
492
Stock Yards Bank & Trust
Kentucky
$461K
T
493
Tableaux
Massachusetts
$457K
CBU
494
CIBC Bancorp USA
Illinois
$456K
GFWA
495
Grey Fox Wealth Advisors
Delaware
$456K
PWS
496
Precision Wealth Strategies
Missouri
$455K
SFG
497
Sovereign Financial Group
Connecticut
$454K
MMHP
498
Murphy Middleton Hinkle & Parker
Georgia
$450K
CSP
499
Cary Street Partners
Virginia
$448K
Invesco
500
Invesco
Georgia
$447K