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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
AFW
626
Avantra Family Wealth
Pennsylvania
$264K
GCM
627
Gallacher Capital Management
Colorado
$264K
CWM
628
Chesapeake Wealth Management
Virginia
$264K
Financial Engines Advisors
629
Financial Engines Advisors
California
$263K
FA
630
Fermata Advisors
California
$263K
TIM
631
Tortoise Investment Management
New York
$263K
CPC
632
Cadia Private Client
New Jersey
$262K
SCM
633
Seascape Capital Management
New Hampshire
$261K
NSAM
634
North Star Asset Management
Wisconsin
$260K
KA
635
Klingman & Associates
New York
$258K
HP
636
Holistic Planning
Texas
$258K
MCM
637
MontVue Capital Management
Virginia
$257K
PA
638
Pinnacle Associates
New York
$253K
BFA
639
Bragg Financial Advisors
North Carolina
$252K
UWM
640
Urban Wealth Management
California
$252K
BBA
641
Braun-Bostich & Associates
Pennsylvania
$251K
CWM
642
Cornerstone Wealth Management
Missouri
$251K
MWP
643
Moller Wealth Partners
$251K
AA
644
Advisory Alpha
Michigan
$249K
AR
645
Apeiron RIA
Texas
$249K
HKIMG
646
Hutchens & Kramer Investment Management Group
Indiana
$249K
FA
647
Fiduciary Alliance
South Carolina
$246K
FDCP
648
Foster Dykema Cabot & Partners
Massachusetts
$246K
LWM
649
Liberty Wealth Management
California
$246K
IAIM
650
International Assets Investment Management
Florida
$246K