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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
KAS
176
KPP Advisory Services
Kentucky
$3.02M
PI
177
PFG Investments
New York
$3M
PFA
178
Pure Financial Advisors
California
$2.98M
LWA
179
Lifelong Wealth Advisors
Minnesota
$2.98M
EWA
180
EP Wealth Advisors
California
$2.89M
AFG
181
Atomi Financial Group
New York
$2.88M
PWMG
182
Pioneer Wealth Management Group
Texas
$2.88M
HAG
183
HF Advisory Group
Maryland
$2.84M
MGIA
184
Moneta Group Investment Advisors
Missouri
$2.81M
XT
185
XTX Topco
Cayman Islands
$2.78M
IAS
186
Integrity Advisory Solutions
Texas
$2.77M
JSW
187
Journey Strategic Wealth
New Jersey
$2.74M
Pathstone Holdings
188
Pathstone Holdings
New Jersey
$2.72M
LWL
189
Leo Wealth LLC
Texas
$2.67M
IAA
190
Independent Advisor Alliance
North Carolina
$2.65M
BF
191
Brooklyn FI
New York
$2.64M
CFP
192
Cascade Financial Partners
California
$2.62M
FHC
193
First Horizon Corporation
Tennessee
$2.61M
PCA
194
Prosperity Capital Advisors
Ohio
$2.61M
RW
195
Ridgeline Wealth
Arizona
$2.6M
Franklin Resources
196
Franklin Resources
California
$2.58M
FFN
197
Focus Financial Network
Minnesota
$2.57M
IWA
198
Icon Wealth Advisors
Texas
$2.57M
AWM
199
AE Wealth Management
Kansas
$2.54M
CA
200
CGN Advisors
Kansas
$2.54M