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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
AGA
701
Arkos Global Advisors
Texas
$142K
CFO
702
CVA Family Office
Colorado
$142K
TLA
703
Tanglewood Legacy Advisors
Texas
$141K
ADL
704
Asset Dedication LLC
California
$136K
FP
705
Financial Perspectives
Minnesota
$135K
HWM
706
Horizons Wealth Management
North Carolina
$124K
LWCFA
707
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$123K
BL
708
Balentine LLC
Georgia
$123K
LFG
709
Larson Financial Group
Missouri
$123K
MA
710
MCF Advisors
Kentucky
$122K
BFPW
711
BOK Financial Private Wealth
Colorado
$120K
FMII
712
Farmers & Merchants Investments Inc
Nebraska
$114K
DIP
713
DT Investment Partners
Pennsylvania
$111K
MIA
714
MeadowBrook Investment Advisors
Michigan
$105K
WCM
715
Winthrop Capital Management
Indiana
$102K
NRC
716
New Republic Capital
North Carolina
$102K
FC
717
Financial Consulate
Maryland
$99.6K
CT
718
Clearstead Trust
Maine
$93.2K
KFI
719
Key Financial Inc
Pennsylvania
$89.4K
CA
720
Centerpoint Advisors
Massachusetts
$88K
CIAS
721
Capital Investment Advisory Services
North Carolina
$87.7K
BW
722
Bravera Wealth
North Dakota
$83.6K
CFFP
723
Center for Financial Planning
Michigan
$83.2K
FDCDDQ
724
Federation des caisses Desjardins du Quebec
Quebec, Canada
$80.3K
BA
725
Blueline Advisors
New Hampshire
$79.2K