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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
PFA
176
Pure Financial Advisors
California
$2.98M
LWA
177
Lifelong Wealth Advisors
Minnesota
$2.98M
EWA
178
EP Wealth Advisors
California
$2.89M
AFG
179
Atomi Financial Group
New York
$2.88M
PWMG
180
Pioneer Wealth Management Group
Texas
$2.88M
HAG
181
HF Advisory Group
Maryland
$2.84M
MGIA
182
Moneta Group Investment Advisors
Missouri
$2.81M
XT
183
XTX Topco
Cayman Islands
$2.78M
IAS
184
Integrity Advisory Solutions
Texas
$2.77M
JSW
185
Journey Strategic Wealth
New Jersey
$2.74M
Pathstone Holdings
186
Pathstone Holdings
New Jersey
$2.72M
LWL
187
Leo Wealth LLC
Texas
$2.67M
IAA
188
Independent Advisor Alliance
North Carolina
$2.65M
BF
189
Brooklyn FI
New York
$2.64M
CFP
190
Cascade Financial Partners
California
$2.62M
FHC
191
First Horizon Corporation
Tennessee
$2.61M
PCA
192
Prosperity Capital Advisors
Ohio
$2.61M
RW
193
Ridgeline Wealth
Arizona
$2.6M
Franklin Resources
194
Franklin Resources
California
$2.58M
FFN
195
Focus Financial Network
Minnesota
$2.57M
IWA
196
Icon Wealth Advisors
Texas
$2.57M
AWM
197
AE Wealth Management
Kansas
$2.54M
CA
198
CGN Advisors
Kansas
$2.54M
MOS
199
MGO One Seven
Ohio
$2.52M
FFWA
200
Forthright Family Wealth Advisory
Texas
$2.49M