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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
CWWM
676
Curry Webb Wealth Management
Indiana
$212K
SPC
677
Sigma Planning Corp
Michigan
$212K
JWA
678
JFS Wealth Advisors
Pennsylvania
$210K
SMF
679
Sterling Manor Financial
New York
$209K
MFIM
680
Mesirow Financial Investment Management
Illinois
$206K
EC
681
Estate Counselors
Wisconsin
$206K
GLLW
682
Graves Light Lenhart Wealth
Virginia
$204K
AWMNY
683
Arcadia Wealth Management (New York)
New York
$204K
EL
684
Essex LLC
Illinois
$203K
SFMG
685
Sage Financial Management Group
Virginia
$203K
CFG
686
Cooper Financial Group
California
$202K
AO
687
Advisor OS
Illinois
$201K
CA
688
Capital Advantage
California
$200K
RFP
689
Root Financial Partners
California
$200K
GF
690
GGM Financials
Ohio
$198K
TLFA
691
True Link Financial Advisors
California
$198K
BONH
692
Bank of New Hampshire
New Hampshire
$187K
GWANC
693
Guardian Wealth Advisors (North Carolina)
North Carolina
$183K
SWP
694
Strategic Wealth Partners
Ohio
$172K
TFA
695
Transamerica Financial Advisors
Florida
$167K
HAP
696
Harbor Asset Planning
Massachusetts
$163K
AWM
697
Abound Wealth Management
Tennessee
$155K
TPWA
698
Twin Peaks Wealth Advisors
California
$154K
SIC
699
Salem Investment Counselors
North Carolina
$148K
HNB
700
Huntington National Bank
Ohio
$145K