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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 %
HH
626
Hilltop Holdings
Texas
$227K +$227K +1,676 New
BSSFA
627
Baron Silver Stevens Financial Advisors
Florida
$226K +$226K +1,674 New
NW
628
NewEdge Wealth
Pennsylvania
$224K +$224K +1,618 New
CIC
629
Carnegie Investment Counsel
Ohio
$223K +$223K +1,650 New
SA
630
Scarborough Advisors
Maryland
$223K +$223K +1,648 New
PIMG
631
Patriot Investment Management Group
Tennessee
$222K -$7.44K -55 -3%
EW
632
Enzi Wealth
Texas
$219K +$219K +1,609 New
PAWA
633
Palo Alto Wealth Advisors
California
$218K +$541 +4 +0.2%
GWMR
634
GC Wealth Management RIA
Massachusetts
$218K +$218K +1,609 New
AWA
635
ARQ Wealth Advisors
Arizona
$217K – – –
TCM
636
TD Capital Management
Tennessee
$216K +$406 +3 +0.2%
CCIA
637
Cherry Creek Investment Advisors
Colorado
$215K -$115K -850 -35%
MWM
638
Maripau Wealth Management
Indiana
$215K -$95.4K -705 -31%
SHFA
639
SC&H Financial Advisors
Maryland
$213K +$213K +1,577 New
BFS
640
BridgePort Financial Solutions
Iowa
$213K +$213K +1,575 New
PWMAG
641
Pinnacle Wealth Management Advisory Group
New Jersey
$212K +$212K +1,565 New
SIM
642
Stratos Investment Management
Ohio
$210K +$210K +1,555 New
NL
643
NWAM LLC
Washington
$209K -$25.7K -185 -11%
CFS
644
Commonwealth Financial Services
West Virginia
$208K +$208K +1,537 New
PC
645
Pecaut & Co
Iowa
$208K +$208K +1,535 New
OPPS
646
Obsidian Personal Planning Solutions
Maryland
$207K +$207K +1,529 New
FFC
647
Frederick Financial Consultants
Maryland
$206K +$206K +1,522 New
AT
648
Arlington Trust
Alabama
$206K – – –
GWP
649
Gateway Wealth Partners
Wisconsin
$203K +$203K +1,501 New
BFA
650
Bragg Financial Advisors
North Carolina
$201K -$31.8K -235 -14%
24 25
26
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