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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
JFA
726
JNBA Financial Advisors
Minnesota
$50.1K
WGL
727
Wellington Grp LLC
Indiana
$43K
EWM
728
Evolution Wealth Management
Florida
$40.6K
GEA
729
Glen Eagle Advisors
New Jersey
$39.9K
UFPG
730
United Financial Planning Group
New York
$38.3K
FFO
731
Fortitude Family Office
Arizona
$34.9K
CJ
732
Caitlin John
Michigan
$34.9K
KG
733
Kilter Group
New York
$33K
TCM
734
Triumph Capital Management
Colorado
$32.8K
BF
735
BOK Financial
Oklahoma
$32.4K
BLC
736
Brown, Lisle/Cummings
Rhode Island
$29.6K
RP
737
Rice Partnership
Hawaii
$28.9K
AG
738
AmeriFlex Group
Nevada
$27.1K
TC
739
Trust Company
Kansas
$26.7K
PG
740
Proffitt & Goodson
Tennessee
$25.9K
EWA
741
Elevate Wealth Advisory
Georgia
$24.9K
SIS
742
Sound Income Strategies
Florida
$23K
CCMI
743
Creative Capital Management Investments
California
$21.8K
SL
744
Salomon & Ludwin
Virginia
$21.5K
NS
745
NBC Securities
Alabama
$19.9K
JFGIW
746
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19.8K
BWM
747
Bernard Wealth Management
Michigan
$19.8K
BWM
748
Benson Wealth Management
Tennessee
$18.9K
Q1WB
749
Quest 10 Wealth Builders
Virginia
$18.8K
RIL
750
Rothschild Investment LLC
Illinois
$18.7K