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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
KWM
76
Keebeck Wealth Management
Illinois
$10.4M
OIA
77
OneDigital Investment Advisors
Kansas
$9.99M
LWP
78
Laurel Wealth Planning
Minnesota
$9.94M
WA
79
Wealth Architects
California
$9.88M
CAM
80
Clarity Asset Management
Iowa
$9.64M
Two Sigma Investments
81
Two Sigma Investments
New York
$9.59M
NP
82
NorthRock Partners
Minnesota
$9.57M
EWM
83
Empirical Wealth Management
Washington
$9.51M
Fisher Asset Management
84
Fisher Asset Management
Washington
$9.19M
OCM
85
One Capital Management
California
$9.16M
PMA
86
Prudent Man Advisors
Illinois
$9.16M
SB
87
Strategic Blueprint
Georgia
$9.13M
UCFA
88
United Capital Financial Advisors
Texas
$9.11M
KFAA
89
Klaas Financial Asset Advisors
Illinois
$8.71M
WANY
90
Wealthspire Advisors (New York)
New York
$8.68M
FWCM
91
Ferguson Wellman Capital Management
Oregon
$8.63M
Focus Partners Wealth
92
Focus Partners Wealth
Massachusetts
$8.56M
Schroder Investment Management Group
93
Schroder Investment Management Group
United Kingdom
$8.47M
PA
94
Parallel Advisors
California
$8.29M
P
95
&Partners
Tennessee
$8.03M
Thrivent Financial for Lutherans
96
Thrivent Financial for Lutherans
Minnesota
$8.02M
FFA
97
Farther Finance Advisors
California
$8.01M
MWM
98
Modera Wealth Management
New Jersey
$7.99M
CWS
99
Cypress Wealth Services
California
$7.97M
UB
100
UMB Bank
Missouri
$7.83M