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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

760 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, 237 increasing their positions, 325 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
760
Holders Change
+15
Holders Change %
+2.01%
% of All Funds
10.19%
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
237
Reduced
325
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$58.4M
2
Betterment LLC
Betterment LLC
New York
+$57.6M
3
Goldman Sachs
Goldman Sachs
New York
+$39.3M
4
Morgan Stanley
Morgan Stanley
New York
+$28.1M
5
MMA
Miracle Mile Advisors
California
+$26.3M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$180M
2
Northern Trust
Northern Trust
Illinois
-$178M
3
PCIG
Partners Capital Investment Group
Massachusetts
-$75.7M
4
BlackRock
BlackRock
New York
-$27.9M
5
JSW
Journey Strategic Wealth
New Jersey
-$15.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SDJVC
501
St. Denis J. Villere & Co
Louisiana
$406K – – –
PCH
502
PGIM Custom Harvest
New Jersey
$405K -$21.1K -156 -5%
CFG
503
Citizens Financial Group
Rhode Island
$401K – – –
XF
504
XML Financial
Maryland
$400K – – –
PWS
505
Precision Wealth Strategies
Missouri
$399K +$399K +2,949 New
MG
506
Mather Group
Illinois
$398K -$98.4K -727 -20%
WA
507
Wealthstream Advisors
New York
$398K – – –
SF
508
Synovus Financial
Georgia
$398K +$165K +1,222 +71%
PS
509
Principal Securities
Iowa
$396K -$478K -3,535 -55%
PP
510
PDS Planning
Ohio
$396K -$6.9K -51 -2%
BWMG
511
Barnes Wealth Management Group
California
$389K – – –
ATC
512
Argent Trust Co
Tennessee
$388K – – –
MMHP
513
Murphy Middleton Hinkle & Parker
Georgia
$388K – – –
FF
514
Finley Financial
Nevada
$387K – – –
GWP
515
Gen-Wealth Partners
Michigan
$384K +$3.25K +24 +0.9%
AFG
516
ABLE Financial Group
Arizona
$384K -$49.7K -367 -11%
WHCI
517
W.H. Cornerstone Investments
Massachusetts
$380K -$80.9K -598 -18%
OPWM
518
Oxinas Partners Wealth Management
Indiana
$380K -$54.9K -406 -13%
FYW
519
Future You Wealth
New York
$379K -$41.8K -309 -10%
CWM
520
Cornerstone Wealth Management
Missouri
$376K – – –
VWM
521
Venturi Wealth Management
Texas
$375K +$7.44K +55 +2%
WB
522
WesBanco Bank
West Virginia
$370K -$36.4K -269 -9%
IAA
523
Independent Advisor Alliance
North Carolina
$366K +$366K +2,704 New
Financial Engines Advisors
524
Financial Engines Advisors
California
$366K +$138K +1,020 +61%
FPCP
525
Fort Point Capital Partners
California
$366K -$3.92K -29 -1%
19 20
21
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