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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
CA
676
Capital Advantage
California
$200K
RFP
677
Root Financial Partners
California
$200K
GF
678
GGM Financials
Ohio
$198K
TLFA
679
True Link Financial Advisors
California
$198K
BONH
680
Bank of New Hampshire
New Hampshire
$187K
GWANC
681
Guardian Wealth Advisors (North Carolina)
North Carolina
$183K
SWP
682
Strategic Wealth Partners
Ohio
$172K
TFA
683
Transamerica Financial Advisors
Florida
$167K
HAP
684
Harbor Asset Planning
Massachusetts
$163K
AWM
685
Abound Wealth Management
Tennessee
$155K
TPWA
686
Twin Peaks Wealth Advisors
California
$154K
SIC
687
Salem Investment Counselors
North Carolina
$148K
HNB
688
Huntington National Bank
Ohio
$145K
AGA
689
Arkos Global Advisors
Texas
$142K
CFO
690
CVA Family Office
Colorado
$142K
TLA
691
Tanglewood Legacy Advisors
Texas
$141K
FP
692
Financial Perspectives
Minnesota
$135K
HWM
693
Horizons Wealth Management
North Carolina
$124K
LWCFA
694
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$123K
BL
695
Balentine LLC
Georgia
$123K
LFG
696
Larson Financial Group
Missouri
$123K
MA
697
MCF Advisors
Kentucky
$122K
BFPW
698
BOK Financial Private Wealth
Colorado
$120K
FMII
699
Farmers & Merchants Investments Inc
Nebraska
$114K
DIP
700
DT Investment Partners
Pennsylvania
$111K