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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
IFWM
651
Institute for Wealth Management
Colorado
$232K
TCM
652
TD Capital Management
Tennessee
$228K
EWA
653
Etesian Wealth Advisors
Oregon
$227K
TP
654
TritonPoint Partners
Maryland
$227K
ZIM
655
Zacks Investment Management
Illinois
$226K
TP
656
Trailhead Planners
Minnesota
$223K
SIM
657
Stratos Investment Management
Ohio
$220K
QCM
658
QRG Capital Management
Illinois
$220K
FCM
659
Fire Capital Management
California
$219K
FIT
660
Financially in Tune
Massachusetts
$219K
VAS
661
Vestmark Advisory Solutions
Massachusetts
$219K
FFC
662
Frederick Financial Consultants
Maryland
$215K
CFS
663
Commonwealth Financial Services
West Virginia
$214K
IRC
664
Investors Research Corp
Georgia
$214K
SPC
665
Sigma Planning Corp
Michigan
$212K
JWA
666
JFS Wealth Advisors
Pennsylvania
$210K
SMF
667
Sterling Manor Financial
New York
$209K
MFIM
668
Mesirow Financial Investment Management
Illinois
$206K
EC
669
Estate Counselors
Wisconsin
$206K
GLLW
670
Graves Light Lenhart Wealth
Virginia
$204K
AWMNY
671
Arcadia Wealth Management (New York)
New York
$204K
EL
672
Essex LLC
Illinois
$203K
SFMG
673
Sage Financial Management Group
Virginia
$203K
CFG
674
Cooper Financial Group
California
$202K
AO
675
Advisor OS
Illinois
$201K