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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
PWA
126
Physician Wealth Advisors
Utah
$5.03M
Acadian Asset Management
127
Acadian Asset Management
Massachusetts
$4.98M
MWM
128
Mascoma Wealth Management
New Hampshire
$4.96M
BCI
129
Brinker Capital Investments
Pennsylvania
$4.88M
MW
130
Maia Wealth
Colorado
$4.74M
Susquehanna International Group
131
Susquehanna International Group
Pennsylvania
$4.67M
PA
132
Planning Alternatives
Michigan
$4.6M
AIM
133
Archer Investment Management
Texas
$4.6M
SWP
134
Stratos Wealth Partners
Ohio
$4.47M
NPT
135
National Philanthropic Trust
Pennsylvania
$4.41M
SWP
136
Sagespring Wealth Partners
Tennessee
$4.33M
GIA
137
Goodwin Investment Advisory
Georgia
$4.33M
KWS
138
Keystone Wealth Services
California
$4.32M
FPAS
139
Focus Partners Advisor Solutions
Missouri
$4.25M
Rockefeller Capital Management
140
Rockefeller Capital Management
New York
$4.2M
SPIA
141
Steward Partners Investment Advisory
New York
$4.1M
GM
142
GeoWealth Management
Illinois
$4.07M
Brown Advisory
143
Brown Advisory
Maryland
$4.03M
RA
144
RFG Advisory
Alabama
$3.97M
HF
145
HRT Financial
New York
$3.88M
CW
146
CreativeOne Wealth
Kansas
$3.88M
WC
147
Weil Company
California
$3.86M
EH
148
Equitable Holdings
New York
$3.79M
TBF
149
True Blue Financial
Michigan
$3.76M
BW
150
Balance Wealth
Ohio
$3.69M