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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
IAN
601
Integrated Advisors Network
Texas
$300K
TCWM
602
Total Clarity Wealth Management
Illinois
$299K
AWA
603
Amplius Wealth Advisors
Pennsylvania
$299K
VPP
604
Vertex Planning Partners
Illinois
$298K
PVI
605
Pine Valley Investments
New Jersey
$295K
GWM
606
Geneos Wealth Management
Colorado
$294K
FFA
607
Founders Financial Alliance
North Carolina
$293K
EPW
608
Endeavor Private Wealth
Kansas
$293K
SWA
609
Sax Wealth Advisors
New Jersey
$292K
WI
610
WrapManager Inc
California
$289K
BFG
611
Buttonwood Financial Group
Missouri
$286K
AWM
612
Atticus Wealth Management
Florida
$286K
FFM
613
Forum Financial Management
Illinois
$284K
CW
614
Channel Wealth
California
$282K
SAW
615
Signal Advisors Wealth
Michigan
$281K
NA
616
Note Advisors
New York
$279K
CFO
617
Callan Family Office
Pennsylvania
$278K
NFG
618
Nations Financial Group
Iowa
$274K
LLWM
619
Life Line Wealth Management
California
$274K
PIA
620
Panoramic Investment Advisors
Colorado
$271K
BWM
621
BKM Wealth Management
Wisconsin
$269K
PC
622
Pecaut & Co
Iowa
$269K
RMDI
623
R.M. Davis Inc
Maine
$268K
QWM
624
Quadcap Wealth Management
Texas
$265K
SFG
625
Sage Financial Group
Pennsylvania
$265K