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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
OPWM
551
Oxinas Partners Wealth Management
Indiana
$364K
SPIO
552
Seven Post Investment Office
California
$358K
WB
553
WesBanco Bank
West Virginia
$354K
SDJVC
554
St. Denis J. Villere & Co
Louisiana
$354K
PIA
555
Polaris Investment Advisors
Massachusetts
$353K
NRG
556
Nemes Rush Group
Michigan
$352K
CYG
557
Clean Yield Group
Vermont
$350K
PCA
558
Pallas Capital Advisors
Massachusetts
$348K
NCM
559
Novare Capital Management
North Carolina
$347K
EWM
560
Elevation Wealth Management
Minnesota
$347K
ATC
561
Argent Trust Co
Tennessee
$344K
NWP
562
NerdWallet Wealth Partners
New York
$340K
EWS
563
Evergreen Wealth Solutions
Pennsylvania
$340K
AWS
564
Aspen Wealth Strategies
Colorado
$339K
PFA
565
Pettinga Financial Advisors
Indiana
$338K
PCS
566
Private Client Services
Kentucky
$336K
BTWM
567
Baker Tilly Wealth Management
Wisconsin
$333K
AWM
568
Aureum Wealth Management
Florida
$332K
PIMG
569
Patriot Investment Management Group
Tennessee
$331K
DWM
570
DWR Wealth Management
California
$328K
GWM
571
GK Wealth Management
Nevada
$328K
WPP
572
Whalerock Point Partners
Rhode Island
$326K
DW30
573
Drucker Wealth 3.0
New Jersey
$326K
WT
574
Whittier Trust
California
$325K
TF
575
Trek Financial
Arizona
$324K