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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
KA
626
Klingman & Associates
New York
$258K
HP
627
Holistic Planning
Texas
$258K
MCM
628
MontVue Capital Management
Virginia
$257K
PA
629
Pinnacle Associates
New York
$253K
BFA
630
Bragg Financial Advisors
North Carolina
$252K
UWM
631
Urban Wealth Management
California
$252K
BBA
632
Braun-Bostich & Associates
Pennsylvania
$251K
CWM
633
Cornerstone Wealth Management
Missouri
$251K
MWP
634
Moller Wealth Partners
$251K
AA
635
Advisory Alpha
Michigan
$249K
AR
636
Apeiron RIA
Texas
$249K
HKIMG
637
Hutchens & Kramer Investment Management Group
Indiana
$249K
FA
638
Fiduciary Alliance
South Carolina
$246K
FDCP
639
Foster Dykema Cabot & Partners
Massachusetts
$246K
LWM
640
Liberty Wealth Management
California
$246K
IAIM
641
International Assets Investment Management
Florida
$246K
PP
642
Pearl Planning
Michigan
$245K
SWM
643
Schwallier Wealth Management
Michigan
$244K
NWM
644
Northwest Wealth Management
Iowa
$242K
HTC
645
Haverford Trust Company
Pennsylvania
$242K
M
646
MOTCO
Texas
$242K
MAG
647
M3 Advisory Group
Massachusetts
$240K
Squarepoint
648
Squarepoint
New York
$236K
KA
649
Kovack Advisors
Florida
$233K
ACM
650
Absolute Capital Management
Pennsylvania
$233K