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iShares ESG Aware MSCI USA ETF
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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.

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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
MOS
201
MGO One Seven
Ohio
$2.52M
FFWA
202
Forthright Family Wealth Advisory
Texas
$2.49M
OSAM
203
O'Shaughnessy Asset Management
Connecticut
$2.49M
HSWS
204
Higgins & Schmidt Wealth Strategies
Colorado
$2.48M
AGWCA
205
Annis Gardner Whiting Capital Advisors
Florida
$2.48M
DT
206
Diversified Trust
Tennessee
$2.45M
FWM
207
Fingerlakes Wealth Management
New York
$2.44M
Mirae Asset Global Investments
208
Mirae Asset Global Investments
South Korea
$2.44M
WLIM
209
White Lighthouse Investment Management
Massachusetts
$2.43M
CIA
210
Concurrent Investment Advisors
Florida
$2.42M
MCM
211
MAI Capital Management
Ohio
$2.41M
CCM
212
Coldstream Capital Management
Washington
$2.38M
TWC
213
TD Waterhouse Canada
Ontario, Canada
$2.36M
OAP
214
One Advisory Partners
Kansas
$2.33M
SAMC
215
Spectrum Asset Management (California)
California
$2.31M
SCM
216
SOL Capital Management
Maryland
$2.3M
SCA
217
Snowden Capital Advisors
New York
$2.29M
PIA
218
Perennial Investment Advisors
California
$2.26M
RIA
219
Regal Investment Advisors
Michigan
$2.23M
SFA
220
Sequoia Financial Advisors
Ohio
$2.21M
MWM
221
Madrid Wealth Management
New Mexico
$2.18M
JWCA
222
J.W. Cole Advisors
Florida
$2.17M
AWM
223
Apollon Wealth Management
South Carolina
$2.16M
AWA
224
Arkadios Wealth Advisors
Georgia
$2.12M
MIM
225
Macroview Investment Management
Maryland
$2.11M
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