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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

745 hedge funds and large institutions have $9.8B invested in iShares ESG Aware MSCI USA ETF in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 238 increasing their positions, 335 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
745
Holders Change
-36
Holders Change %
-4.61%
% of All Funds
10.12%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.33%
New
46
Increased
238
Reduced
335
Closed
62
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$712M
2
CLGM
Capitolis Liquid Global Markets
New York
$32.8M
3
Goldman Sachs
Goldman Sachs
New York
$475M
4
Northern Trust
Northern Trust
Illinois
$832M
5
Wealthfront Advisers
Wealthfront Advisers
California
$265M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$225M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$988K
3
LPL Financial
LPL Financial
California
$128M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.39B
5
Morgan Stanley
Morgan Stanley
New York
$245M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$38.7M -$836K -6,860 -2%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$37.6M -$1.28M -10,526 -3%
Citigroup
28
Citigroup
New York
$37.3M -$29.1M -238,790 -44%
Creative Planning
29
Creative Planning
Kansas
$36.5M +$3.93M +32,277 +12%
Envestnet Portfolio Solutions
30
Envestnet Portfolio Solutions
Illinois
$36.5M -$25M -205,362 -41%
AA
31
Alesco Advisors
New York
$34.3M -$1.45M -11,919 -4%
I
32
IMPACTfolio
Colorado
$33.4M -$87.8K -720 -0.3%
CLGM
33
Capitolis Liquid Global Markets
New York
$32.8M +$32.8M +269,800 New
Two Sigma Investments
34
Two Sigma Investments
New York
$28.9M -$7.97M -65,400 -22%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$28.7M -$9.47M -77,680 -25%
Osaic Holdings
36
Osaic Holdings
Arizona
$28.5M -$3.09M -25,343 -10%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$25.4M -$1.11M -9,119 -4%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$25M +$373K +3,060 +2%
Raymond James Financial
39
Raymond James Financial
Florida
$24.8M +$4.27K +35 +0%
MML Investors Services
40
MML Investors Services
Massachusetts
$24M -$15.7M -128,456 -39%
MWM
41
Mission Wealth Management
California
$22.9M +$1.8M +14,792 +9%
JIC
42
Joel Isaacson & Co
New York
$21.4M +$1.24M +10,144 +6%
BCM
43
Brookstone Capital Management
Illinois
$21.3M +$110K +901 +0.5%
CGL
44
Clarius Group LLC
Washington
$21.3M +$1.66M +13,632 +8%
ATPW
45
Ashton Thomas Private Wealth
Arizona
$20.9M -$25.1K -206 -0.1%
SHGA
46
Sand Hill Global Advisors
California
$20.9M +$350K +2,873 +2%
PAS
47
Park Avenue Securities
New York
$20.3M -$14.5M -118,616 -42%
RCG
48
Rock Creek Group
District of Columbia
$19.6M -$5.19M -42,600 -21%
AllianceBernstein
49
AllianceBernstein
Tennessee
$19.2M +$1.49M +12,215 +8%
DL
50
DOHJ LLC
Washington
$19.2M -$2.39M -19,572 -11%
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