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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
LW
476
Libra Wealth
California
$501K
ACA
477
Alpha Capital Advisors
Maine
$500K
DWM
478
Destination Wealth Management
California
$499K
BAAM
479
Baker Avenue Asset Management
California
$498K
PWS
480
Proactive Wealth Strategies
Georgia
$494K
CWM
481
Curtis Wealth Management
Nevada
$492K
NF
482
Napier Financial
Massachusetts
$489K
RWM
483
RKL Wealth Management
Pennsylvania
$486K
CG
484
Caprock Group
Idaho
$485K
JMNC
485
J. Mark Nickell & Co
Tennessee
$485K
CAL
486
Capital Analysts LLC
Pennsylvania
$479K
CWAI
487
Core Wealth Advisors (Indiana)
Indiana
$476K
LWPC
488
Legacy Wealth Partners (Colorado)
Colorado
$475K
KWA
489
Kingswood Wealth Advisors
California
$475K
SA
490
Scarborough Advisors
Maryland
$470K
JWM
491
JHP Wealth Management
Colorado
$470K
VWA
492
Visionary Wealth Advisors
Illinois
$470K
TWM
493
Tanager Wealth Management
United Kingdom
$469K
NAS
494
NWF Advisory Services
California
$467K
GWP
495
Gen-Wealth Partners
Michigan
$465K
MG
496
Mather Group
Illinois
$465K
CI
497
CX Institutional
Indiana
$464K
BWA
498
BCU Wealth Advisors
Illinois
$463K
SYBT
499
Stock Yards Bank & Trust
Kentucky
$461K
T
500
Tableaux
Massachusetts
$457K