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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
CAS
826
Coppell Advisory Solutions
Texas
APWA
827
Atlas Private Wealth Advisors
New Jersey
WFAG
828
Worth Financial Advisory Group
North Carolina
SWM
829
SeaCrest Wealth Management
New York
AA
830
ArborFi Advisors
Michigan
FSA
831
Financial Services Advisory
Maryland
HH
832
Hilltop Holdings
Texas
CF
833
Centaurus Financial
California
AWA
834
ARQ Wealth Advisors
Arizona
CC
835
Courier Capital
New York
CWM
836
Centurion Wealth Management
Virginia
CCIA
837
Cherry Creek Investment Advisors
Colorado
CCMG
838
Clark Capital Management Group
Pennsylvania
AWA
839
Alta Wealth Advisors
Massachusetts
NA
840
Novus Advisors
South Carolina
HPC
841
Hobart Private Capital
North Carolina
RTC
842
Real Talk Capital
Tennessee
PWMAG
843
Pinnacle Wealth Management Advisory Group
New Jersey
EP
844
Edgestream Partners
New Jersey
JWM
845
Jackson Wealth Management
Florida
OC
846
Oarsman Capital
Wisconsin
NL
847
Navalign LLC
California
CP
848
Camelot Portfolios
Ohio
CRI
849
Commonwealth Retirement Investments
Virginia
CWP
850
Concord Wealth Partners
Virginia