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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
AWM
576
Aureum Wealth Management
Florida
$332K
PIMG
577
Patriot Investment Management Group
Tennessee
$331K
DWM
578
DWR Wealth Management
California
$328K
GWM
579
GK Wealth Management
Nevada
$328K
WPP
580
Whalerock Point Partners
Rhode Island
$326K
DW30
581
Drucker Wealth 3.0
New Jersey
$326K
WT
582
Whittier Trust
California
$325K
TF
583
Trek Financial
Arizona
$324K
TFM
584
Trademark Financial Management
Minnesota
$324K
CFS
585
CGC Financial Services
Oregon
$324K
NFC
586
Northstar Financial Companies
Pennsylvania
$322K
SVWAG
587
Sound View Wealth Advisors Group
Georgia
$321K
MWA
588
Merkkuri Wealth Advisors
New York
$320K
SPAS
589
Spectrum Planning & Advisory Services
California
$319K
APP
590
Avantax Planning Partners
Iowa
$319K
BA
591
Bellwether Advisors
Nebraska
$318K
RW
592
Rede Wealth
Virginia
$318K
5W
593
5T Wealth
California
$313K
VWWMG
594
Vermillion & White Wealth Management Group
Pennsylvania
$313K
BWP
595
Burling Wealth Partners
Illinois
$311K
SB
596
Semitam Bonam
New York
$311K
LEA
597
Legacy Edge Advisors
New York
$310K
LFA
598
Level Financial Advisors
New York
$310K
LFG
599
Leverty Financial Group
Wisconsin
$303K
MA
600
MONECO Advisors
Connecticut
$302K