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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
BBP
801
Banco BTG Pactual
Brazil
SG
802
StoneX Group
New York
IA
803
IFG Advisory
Georgia
SL
804
Sentinus LLC
Illinois
GC
805
Grimes & Company
Massachusetts
PC
806
Payne Capital
Oregon
Qube Research & Technologies (QRT)
807
Qube Research & Technologies (QRT)
United Kingdom
KIM
808
Kestra Investment Management
Texas
PA
809
Procyon Advisors
Connecticut
CAS
810
Coppell Advisory Solutions
Texas
APWA
811
Atlas Private Wealth Advisors
New Jersey
WFAG
812
Worth Financial Advisory Group
North Carolina
SWM
813
SeaCrest Wealth Management
New York
AA
814
ArborFi Advisors
Michigan
FSA
815
Financial Services Advisory
Maryland
HH
816
Hilltop Holdings
Texas
CF
817
Centaurus Financial
California
AWA
818
ARQ Wealth Advisors
Arizona
CC
819
Courier Capital
New York
CWM
820
Centurion Wealth Management
Virginia
CCIA
821
Cherry Creek Investment Advisors
Colorado
CCMG
822
Clark Capital Management Group
Pennsylvania
AWA
823
Alta Wealth Advisors
Massachusetts
NA
824
Novus Advisors
South Carolina
HPC
825
Hobart Private Capital
North Carolina