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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
EGWAG
551
Elwood & Goetz Wealth Advisory Group
Georgia
$378K
BFG
552
Broussard Financial Group
Louisiana
$377K
AAP
553
Arax Advisory Partners
Colorado
$375K
VCM
554
Vivaldi Capital Management
Illinois
$374K
DF
555
Dunhill Financial
United Kingdom
$368K
ODIJL
556
One Day In July LLC
Vermont
$368K
MIA
557
Milestone Investment Advisors
Wisconsin
$367K
SPWG
558
Syntegra Private Wealth Group
Missouri
$364K
OPWM
559
Oxinas Partners Wealth Management
Indiana
$364K
SPIO
560
Seven Post Investment Office
California
$358K
WB
561
WesBanco Bank
West Virginia
$354K
SDJVC
562
St. Denis J. Villere & Co
Louisiana
$354K
PIA
563
Polaris Investment Advisors
Massachusetts
$353K
NRG
564
Nemes Rush Group
Michigan
$352K
CYG
565
Clean Yield Group
Vermont
$350K
PCA
566
Pallas Capital Advisors
Massachusetts
$348K
NCM
567
Novare Capital Management
North Carolina
$347K
EWM
568
Elevation Wealth Management
Minnesota
$347K
ATC
569
Argent Trust Co
Tennessee
$344K
NWP
570
NerdWallet Wealth Partners
New York
$340K
EWS
571
Evergreen Wealth Solutions
Pennsylvania
$340K
AWS
572
Aspen Wealth Strategies
Colorado
$339K
PFA
573
Pettinga Financial Advisors
Indiana
$338K
PCS
574
Private Client Services
Kentucky
$336K
BTWM
575
Baker Tilly Wealth Management
Wisconsin
$333K