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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
BWMG
526
Barnes Wealth Management Group
California
$399K
AFG
527
ABLE Financial Group
Arizona
$397K
VBFP
528
Valtinson Bruner Financial Planning
Minnesota
$395K
WHCI
529
W.H. Cornerstone Investments
Massachusetts
$395K
PS
530
Principal Securities
Iowa
$394K
JIC
531
Johnson Investment Counsel
Ohio
$394K
LNWTC
532
Laird Norton Wetherby Trust Company
Washington
$394K
EFS
533
Essex Financial Services
Connecticut
$393K
FPCP
534
Fort Point Capital Partners
California
$393K
Barclays
535
Barclays
United Kingdom
$391K
WPW
536
Waldron Private Wealth
Pennsylvania
$390K
QCM
537
Quantinno Capital Management
New York
$389K
SEIA
538
Signature Estate & Investment Advisors
California
$389K
CFG
539
Citizens Financial Group
Rhode Island
$383K
BFWM
540
Bright Futures Wealth Management
New York
$379K
WETS
541
Wealth Enhancement Trust Services
South Dakota
$379K
FWP
542
Forefront Wealth Partners
Texas
$379K
EGWAG
543
Elwood & Goetz Wealth Advisory Group
Georgia
$378K
BFG
544
Broussard Financial Group
Louisiana
$377K
AAP
545
Arax Advisory Partners
Colorado
$375K
VCM
546
Vivaldi Capital Management
Illinois
$374K
DF
547
Dunhill Financial
United Kingdom
$368K
ODIJL
548
One Day In July LLC
Vermont
$368K
MIA
549
Milestone Investment Advisors
Wisconsin
$367K
SPWG
550
Syntegra Private Wealth Group
Missouri
$364K