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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
PP
651
Pearl Planning
Michigan
$245K
SWM
652
Schwallier Wealth Management
Michigan
$244K
NWM
653
Northwest Wealth Management
Iowa
$242K
HTC
654
Haverford Trust Company
Pennsylvania
$242K
M
655
MOTCO
Texas
$242K
MAG
656
M3 Advisory Group
Massachusetts
$240K
Squarepoint
657
Squarepoint
New York
$236K
KA
658
Kovack Advisors
Florida
$233K
ACM
659
Absolute Capital Management
Pennsylvania
$233K
IFWM
660
Institute for Wealth Management
Colorado
$232K
FWM
661
Foguth Wealth Management
Michigan
$231K
TCM
662
TD Capital Management
Tennessee
$228K
EWA
663
Etesian Wealth Advisors
Oregon
$227K
TP
664
TritonPoint Partners
Maryland
$227K
ZIM
665
Zacks Investment Management
Illinois
$226K
TP
666
Trailhead Planners
Minnesota
$223K
SIM
667
Stratos Investment Management
Ohio
$220K
SFS
668
Security Financial Services
Indiana
$220K
QCM
669
QRG Capital Management
Illinois
$220K
FCM
670
Fire Capital Management
California
$219K
FIT
671
Financially in Tune
Massachusetts
$219K
VAS
672
Vestmark Advisory Solutions
Massachusetts
$219K
FFC
673
Frederick Financial Consultants
Maryland
$215K
CFS
674
Commonwealth Financial Services
West Virginia
$214K
IRC
675
Investors Research Corp
Georgia
$214K