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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
TFM
576
Trademark Financial Management
Minnesota
$324K
CFS
577
CGC Financial Services
Oregon
$324K
NFC
578
Northstar Financial Companies
Pennsylvania
$322K
SVWAG
579
Sound View Wealth Advisors Group
Georgia
$321K
MWA
580
Merkkuri Wealth Advisors
New York
$320K
SPAS
581
Spectrum Planning & Advisory Services
California
$319K
APP
582
Avantax Planning Partners
Iowa
$319K
BA
583
Bellwether Advisors
Nebraska
$318K
RW
584
Rede Wealth
Virginia
$318K
5W
585
5T Wealth
California
$313K
VWWMG
586
Vermillion & White Wealth Management Group
Pennsylvania
$313K
BWP
587
Burling Wealth Partners
Illinois
$311K
SB
588
Semitam Bonam
New York
$311K
LEA
589
Legacy Edge Advisors
New York
$310K
LFA
590
Level Financial Advisors
New York
$310K
LFG
591
Leverty Financial Group
Wisconsin
$303K
MA
592
MONECO Advisors
Connecticut
$302K
IAN
593
Integrated Advisors Network
Texas
$300K
TCWM
594
Total Clarity Wealth Management
Illinois
$299K
AWA
595
Amplius Wealth Advisors
Pennsylvania
$299K
VPP
596
Vertex Planning Partners
Illinois
$298K
GWM
597
Geneos Wealth Management
Colorado
$294K
FFA
598
Founders Financial Alliance
North Carolina
$293K
EPW
599
Endeavor Private Wealth
Kansas
$293K
SWA
600
Sax Wealth Advisors
New Jersey
$292K