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iShares ESG Aware MSCI USA ETF

798 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, 273 increasing their positions, 310 reducing their positions, and 52 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 (-$844M)

12% less repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 310

Holders
798
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
CCMI
751
Creative Capital Management Investments
California
$21.8K
SL
752
Salomon & Ludwin
Virginia
$21.5K
NS
753
NBC Securities
Alabama
$19.9K
JFGIW
754
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19.8K
BWM
755
Bernard Wealth Management
Michigan
$19.8K
BWM
756
Benson Wealth Management
Tennessee
$18.9K
Q1WB
757
Quest 10 Wealth Builders
Virginia
$18.8K
RIL
758
Rothschild Investment LLC
Illinois
$18.7K
CB
759
Community Bank
New York
$17.7K
SRCM
760
Signature Resources Capital Management
California
$17.4K
MAFA
761
MJT & Associates Financial Advisory
Minnesota
$17.1K
MWA
762
Medallion Wealth Advisors
Connecticut
$15.8K
KSB
763
Kennebec Savings Bank
Maine
$14.4K
SS
764
Sunbelt Securities
Texas
$14.3K
GWM
765
Grand Wealth Management
Michigan
$14K
GSEP
766
Golden State Equity Partners
California
$12.7K
PFBT
767
Parkside Financial Bank & Trust
Missouri
$10.7K
SIM
768
Synergy Investment Management
Florida
$9.9K
UCB
769
United Community Bank
South Carolina
$9.33K
IWP
770
IAG Wealth Partners
Wisconsin
$9.19K
WAG
771
Wiser Advisor Group
Arizona
$9.05K
CSC
772
Caldwell Sutter Capital
California
$8.2K
SWA
773
Strategic Wealth Advisors
Arizona
$8K
HDIM
774
Hanson & Doremus Investment Management
Vermont
$7K
AUB
775
Atlantic Union Bankshares
Virginia
$6.79K