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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
SA
101
Sanctuary Advisors
Indiana
$7.79M
RIS
102
Retirement Income Solutions
Michigan
$7.71M
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$7.61M
AssetMark Inc
104
AssetMark Inc
California
$7.61M
ASN
105
Advisory Services Network
Georgia
$7.56M
CIAS
106
CFS Investment Advisory Services
New Jersey
$7.51M
DRP
107
Decker Retirement Planning
Utah
$7.18M
MFG
108
Merit Financial Group
Georgia
$7M
Truist Financial
109
Truist Financial
North Carolina
$6.84M
ALA
110
Atlas Legacy Advisors
California
$6.81M
BFP
111
Birchwood Financial Partners
Minnesota
$6.73M
PAG
112
Private Advisor Group
New Jersey
$6.21M
MFPI
113
Midwest Financial Partners Investments
Minnesota
$6.02M
YWM
114
Yukon Wealth Management
Kansas
$5.95M
SWG
115
Summit Wealth Group
Vermont
$5.69M
ST
116
Spinnaker Trust
Maine
$5.67M
HHGA
117
Halbert Hargrove Global Advisors
California
$5.66M
MCWS
118
McKinley Carter Wealth Services
West Virginia
$5.65M
ACA
119
Aptus Capital Advisors
Alabama
$5.63M
MA
120
Mutual Advisors
Nebraska
$5.58M
PWM
121
Perigon Wealth Management
California
$5.52M
AFC
122
Avise Financial Cooperative
California
$5.46M
HGWM
123
Horst & Graben Wealth Management
Oregon
$5.17M
BRIA
124
Balanced Rock Investment Advisors
Massachusetts
$5.09M
BS
125
Banco Santander
Spain
$5.03M