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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
CBU
501
CIBC Bancorp USA
Illinois
$456K
GFWA
502
Grey Fox Wealth Advisors
Delaware
$456K
PWS
503
Precision Wealth Strategies
Missouri
$455K
SFG
504
Sovereign Financial Group
Connecticut
$454K
MMHP
505
Murphy Middleton Hinkle & Parker
Georgia
$450K
CSP
506
Cary Street Partners
Virginia
$448K
Invesco
507
Invesco
Georgia
$447K
FNB
508
Farmers National Bank
Kentucky
$446K
ST
509
Smithfield Trust
Pennsylvania
$446K
AF
510
ASL Financial
California
$444K
B
511
Bailard
California
$442K
PP
512
PDS Planning
Ohio
$440K
SF
513
Summit Financial
New Jersey
$439K
CAG
514
Csenge Advisory Group
Florida
$439K
HFO
515
Heritage Family Offices
Arizona
$434K
AAA
516
Andrews Advisory Associates
Hawaii
$434K
VR
517
Vision Retirement
New Jersey
$432K
FCH
518
Freestone Capital Holdings
Washington
$431K
WAP
519
Wealthcare Advisory Partners
Pennsylvania
$431K
TW
520
Traveka Wealth
California
$428K
AIM
521
Advyzon Investment Management
Illinois
$424K
ECM
522
Evergreen Capital Management
Washington
$424K
VCP
523
Verus Capital Partners
Arizona
$421K
SAM
524
Sherman Asset Management
California
$417K
FMN
525
Financial Management Network
California
$417K