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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
OSAM
201
O'Shaughnessy Asset Management
Connecticut
$2.49M
HSWS
202
Higgins & Schmidt Wealth Strategies
Colorado
$2.48M
AGWCA
203
Annis Gardner Whiting Capital Advisors
Florida
$2.48M
DT
204
Diversified Trust
Tennessee
$2.45M
FWM
205
Fingerlakes Wealth Management
New York
$2.44M
Mirae Asset Global Investments
206
Mirae Asset Global Investments
South Korea
$2.44M
WLIM
207
White Lighthouse Investment Management
Massachusetts
$2.43M
CIA
208
Concurrent Investment Advisors
Florida
$2.42M
MCM
209
MAI Capital Management
Ohio
$2.41M
CCM
210
Coldstream Capital Management
Washington
$2.38M
TWC
211
TD Waterhouse Canada
Ontario, Canada
$2.36M
OAP
212
One Advisory Partners
Kansas
$2.33M
SAMC
213
Spectrum Asset Management (California)
California
$2.31M
SCM
214
SOL Capital Management
Maryland
$2.3M
SCA
215
Snowden Capital Advisors
New York
$2.29M
PIA
216
Perennial Investment Advisors
California
$2.26M
RIA
217
Regal Investment Advisors
Michigan
$2.23M
SFA
218
Sequoia Financial Advisors
Ohio
$2.21M
MWM
219
Madrid Wealth Management
New Mexico
$2.18M
JWCA
220
J.W. Cole Advisors
Florida
$2.17M
AWM
221
Apollon Wealth Management
South Carolina
$2.16M
AWA
222
Arkadios Wealth Advisors
Georgia
$2.12M
MIM
223
Macroview Investment Management
Maryland
$2.11M
BFG
224
Beacon Financial Group
Texas
$2.1M
TIAA Trust, National Association
225
TIAA Trust, National Association
North Carolina
$2.09M