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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
WI
601
WrapManager Inc
California
$289K
BFG
602
Buttonwood Financial Group
Missouri
$286K
AWM
603
Atticus Wealth Management
Florida
$286K
FFM
604
Forum Financial Management
Illinois
$284K
CW
605
Channel Wealth
California
$282K
SAW
606
Signal Advisors Wealth
Michigan
$281K
NA
607
Note Advisors
New York
$279K
CFO
608
Callan Family Office
Pennsylvania
$278K
NFG
609
Nations Financial Group
Iowa
$274K
LLWM
610
Life Line Wealth Management
California
$274K
PIA
611
Panoramic Investment Advisors
Colorado
$271K
BWM
612
BKM Wealth Management
Wisconsin
$269K
PC
613
Pecaut & Co
Iowa
$269K
RMDI
614
R.M. Davis Inc
Maine
$268K
QWM
615
Quadcap Wealth Management
Texas
$265K
SFG
616
Sage Financial Group
Pennsylvania
$265K
AFW
617
Avantra Family Wealth
Pennsylvania
$264K
GCM
618
Gallacher Capital Management
Colorado
$264K
CWM
619
Chesapeake Wealth Management
Virginia
$264K
Financial Engines Advisors
620
Financial Engines Advisors
California
$263K
FA
621
Fermata Advisors
California
$263K
TIM
622
Tortoise Investment Management
New York
$263K
CPCL
623
Cadia Private Client LLC
New Jersey
$262K
SCM
624
Seascape Capital Management
New Hampshire
$261K
NSAM
625
North Star Asset Management
Wisconsin
$260K