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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
ST
501
Smithfield Trust
Pennsylvania
$446K
AF
502
ASL Financial
California
$444K
B
503
Bailard
California
$442K
PP
504
PDS Planning
Ohio
$440K
SF
505
Summit Financial
New Jersey
$439K
CAG
506
Csenge Advisory Group
Florida
$439K
HFO
507
Heritage Family Offices
Arizona
$434K
AAA
508
Andrews Advisory Associates
Hawaii
$434K
VR
509
Vision Retirement
New Jersey
$432K
FCH
510
Freestone Capital Holdings
Washington
$431K
WAP
511
Wealthcare Advisory Partners
Pennsylvania
$431K
TW
512
Traveka Wealth
California
$428K
AIM
513
Advyzon Investment Management
Illinois
$424K
ECM
514
Evergreen Capital Management
Washington
$424K
VCP
515
Verus Capital Partners
Arizona
$421K
SAM
516
Sherman Asset Management
California
$417K
FMN
517
Financial Management Network
California
$417K
LAA
518
Liberty Atlantic Advisors
Texas
$412K
SFC
519
Strategic Financial Concepts
Texas
$408K
NS
520
Northland Securities
Minnesota
$408K
AMM
521
American Money Management
California
$407K
MFG
522
Magnus Financial Group
New York
$407K
PF
523
Prosperitas Financial
California
$406K
FF
524
Finley Financial
Nevada
$404K
PNC Financial Services Group
525
PNC Financial Services Group
Pennsylvania
$403K