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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
LWP
76
Laurel Wealth Planning
Minnesota
$9.94M
WA
77
Wealth Architects
California
$9.88M
CAM
78
Clarity Asset Management
Iowa
$9.64M
Two Sigma Investments
79
Two Sigma Investments
New York
$9.59M
NP
80
NorthRock Partners
Minnesota
$9.57M
EWM
81
Empirical Wealth Management
Washington
$9.51M
Fisher Asset Management
82
Fisher Asset Management
Washington
$9.19M
OCM
83
One Capital Management
California
$9.16M
PMA
84
Prudent Man Advisors
Illinois
$9.16M
SB
85
Strategic Blueprint
Georgia
$9.13M
UCFA
86
United Capital Financial Advisors
Texas
$9.11M
KFAA
87
Klaas Financial Asset Advisors
Illinois
$8.71M
WANY
88
Wealthspire Advisors (New York)
New York
$8.68M
FWCM
89
Ferguson Wellman Capital Management
Oregon
$8.63M
Focus Partners Wealth
90
Focus Partners Wealth
Massachusetts
$8.56M
Schroder Investment Management Group
91
Schroder Investment Management Group
United Kingdom
$8.47M
PA
92
Parallel Advisors
California
$8.29M
P
93
&Partners
Tennessee
$8.03M
Thrivent Financial for Lutherans
94
Thrivent Financial for Lutherans
Minnesota
$8.02M
FFA
95
Farther Finance Advisors
California
$8.01M
MWM
96
Modera Wealth Management
New Jersey
$7.99M
CWS
97
Cypress Wealth Services
California
$7.97M
UB
98
UMB Bank
Missouri
$7.83M
SA
99
Sanctuary Advisors
Indiana
$7.79M
RIS
100
Retirement Income Solutions
Michigan
$7.71M