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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

759 hedge funds and large institutions have $10.6B invested in iShares ESG Aware MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 236 increasing their positions, 325 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
759
Holders Change
+14
Holders Change %
+1.88%
% of All Funds
10.18%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.24%
New
62
Increased
236
Reduced
325
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$844M
2
Betterment LLC
Betterment LLC
New York
$520M
3
Goldman Sachs
Goldman Sachs
New York
$566M
4
Morgan Stanley
Morgan Stanley
New York
$300M
5
MMA
Miracle Mile Advisors
California
$35M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.36B
2
Northern Trust
Northern Trust
Illinois
$746M
3
PCIG
Partners Capital Investment Group
Massachusetts
$3.23M
4
BlackRock
BlackRock
New York
$269M
5
JSW
Journey Strategic Wealth
New Jersey
$5.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
251
Chicago Partners Investment Group
Illinois
$1.61M -$16.6K -120 -1%
AWS
252
Atria Wealth Solutions
New York
$1.58M -$3.87M -28,431 -71%
WWG
253
West Wealth Group
California
$1.58M -$6.23K -45 -0.4%
VA
254
VestGen Advisors
Illinois
$1.54M -$91K -659 -6%
GAM
255
Gould Asset Management
California
$1.54M -$63.9K -472 -4%
SFS
256
Sowell Financial Services
Arkansas
$1.53M -$41.8K -309 -3%
SFG
257
SNS Financial Group
Minnesota
$1.53M +$91.3K +675 +6%
TFO
258
Tarbox Family Office
California
$1.53M +$392K +2,900 +35%
COCM
259
Charter Oak Capital Management
New Hampshire
$1.52M -$4.06K -30 -0.3%
CWM
260
Cranbrook Wealth Management
Michigan
$1.51M +$33.8K +250 +2%
RFA
261
RTD Financial Advisors
Pennsylvania
$1.49M -$141K -1,045 -9%
CWM
262
Congress Wealth Management
Massachusetts
$1.49M +$73.2K +541 +5%
RSWM
263
Robertson Stephens Wealth Management
California
$1.48M +$52.6K +389 +4%
TWP
264
Tempus Wealth Planning
California
$1.47M +$95.9K +709 +7%
BBP
265
Banco BTG Pactual
Brazil
$1.44M +$386K +2,850 +37%
AA
266
Advisory Alpha
Michigan
$1.44M +$1.35K +10 +0.1%
EFG
267
Elios Financial Group
Ohio
$1.44M +$232K +1,715 +19%
SCA
268
Scott Capital Advisors
Oregon
$1.42M +$146K +1,071 +11%
WIA
269
World Investment Advisors
California
$1.41M -$5.55K -41 -0.4%
SW
270
SoFi Wealth
California
$1.4M +$568K +4,195 +68%
GRP
271
Global Retirement Partners
California
$1.4M +$1.4M +10,318 New
Bessemer Group
272
Bessemer Group
New Jersey
$1.38M -$33K -244 -2%
SAM
273
Smartleaf Asset Management
Massachusetts
$1.36M +$772K +5,746 +132%
EWA
274
EP Wealth Advisors
California
$1.35M -$21.5K -159 -2%
SVWG
275
Shared Vision Wealth Group
United States
$1.35M -$225K -1,631 -14%
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