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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

758 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, 324 reducing their positions, and 29 closing their positions.

Holders
758
Holders Change
+13
Holders Change %
+1.74%
% 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
324
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.36B
2
Northern Trust
2
Northern Trust
Illinois
$746M
3
PCIG
3
Partners Capital Investment Group
Massachusetts
$3.23M
4
BlackRock
4
BlackRock
New York
$269M
5
JSW
5
Journey Strategic Wealth
New Jersey
$5.12M
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$41.8M 308,867 +174 +0.1%
Creative Planning
27
Creative Planning
Kansas
$41.6M 307,309 +7,817 +3%
CLGM
28
Capitolis Liquid Global Markets
New York
$39.1M 288,800 +19,000 +7%
I
29
IMPACTfolio
Colorado
$37.7M 278,413 +4,490 +2%
AA
30
Alesco Advisors
New York
$37.6M 277,563 -3,473 -1%
Envestnet Portfolio Solutions
31
Envestnet Portfolio Solutions
Illinois
$36.8M 271,912 -27,450 -9%
MMA
32
Miracle Mile Advisors
California
$35M 258,750 +194,494 +303%
Mirae Asset Global Investments
33
Mirae Asset Global Investments
South Korea
$34.2M 252,580 -98,600 -28%
MWM
34
Mission Wealth Management
California
$31.1M 229,766 +42,277 +23%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$31M 229,153 +100,648 +78%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$29.9M 220,992 -14,393 -6%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$28.6M 209,748 +4,545 +2%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$26.3M 194,132 -14,219 -7%
Raymond James Financial
39
Raymond James Financial
Florida
$25.5M 188,404 -15,014 -7%
National Bank of Canada
40
National Bank of Canada
Quebec, Canada
$24.6M 181,700 +67,875 +60%
MML Investors Services
41
MML Investors Services
Massachusetts
$24.3M 179,781 -17,115 -9%
BCM
42
Brookstone Capital Management
Illinois
$24.3M 179,345 +4,305 +2%
JIC
43
Joel Isaacson & Co
New York
$23.8M 175,932 +190 +0.1%
AllianceBernstein
44
AllianceBernstein
Tennessee
$23.3M 172,102 +14,453 +9%
ATPW
45
Ashton Thomas Private Wealth
Arizona
$23.2M 171,555 -116 -0.1%
CGL
46
Clarius Group LLC
Washington
$23.1M 170,946 -3,618 -2%
SHGA
47
Sand Hill Global Advisors
California
$22.9M 169,381 -2,160 -1%
Osaic Holdings
48
Osaic Holdings
Arizona
$22.7M 175,780 -57,749 -25%
PAS
49
Park Avenue Securities
New York
$22.5M 166,132 -568 -0.3%
RCG
50
Rock Creek Group
District of Columbia
$21.1M 161,100 – –
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