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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
JPG
151
Jordan Park Group
California
$3.5M
FG
152
Foster Group
Iowa
$3.49M
EWP
153
Elevation Wealth Partners
California
$3.48M
Stifel Financial
154
Stifel Financial
Missouri
$3.41M
PCIG
155
Partners Capital Investment Group
Massachusetts
$3.4M
FCA
156
FLC Capital Advisors
California
$3.39M
SC
157
Savant Capital
Illinois
$3.35M
HWM
158
HB Wealth Management
Georgia
$3.33M
WWM
159
WT Wealth Management
Arizona
$3.33M
OWM
160
Opes Wealth Management
California
$3.3M
DWM
161
Diversify Wealth Management
Utah
$3.29M
SW
162
SoFi Wealth
California
$3.27M
MPW
163
MA Private Wealth
California
$3.27M
WS
164
Wedbush Securities
California
$3.26M
IC
165
IEQ Capital
California
$3.22M
Bank of New York Mellon
166
Bank of New York Mellon
New York
$3.19M
GCG
167
Gilbert Capital Group
Maine
$3.18M
IWM
168
Integris Wealth Management
California
$3.17M
DWA
169
Davis Wealth Advisors
New Hampshire
$3.17M
SWM
170
SigFig Wealth Management
California
$3.15M
GC
171
Garde Capital
Washington
$3.12M
RFC
172
Regions Financial Corp
Alabama
$3.1M
BTI
173
Blue Trust Inc
Georgia
$3.06M
KAS
174
KPP Advisory Services
Kentucky
$3.02M
PI
175
PFG Investments
New York
$3M