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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 %
GWANC
651
Guardian Wealth Advisors (North Carolina)
North Carolina
$195K +$271 +2 +0.1%
M
652
MOTCO
Texas
$193K +$58.3K +422 +43%
AAS
653
Ameritas Advisory Services
Nebraska
$191K -$290K -2,145 -60%
NS
654
NBC Securities
Alabama
$190K +$14.9K +110 +8%
BONH
655
Bank of New Hampshire
New Hampshire
$179K -$27.1K -200 -13%
BCWM
656
Bartlett & Co Wealth Management
Ohio
$175K -$8.25K -61 -5%
IRC
657
Investors Research Corp
Georgia
$173K +$19.5K +144 +13%
SWP
658
Strategic Wealth Partners
Ohio
$172K +$172K +1,274 New
LFG
659
Larson Financial Group
Missouri
$172K +$24.4K +180 +16%
Russell Investments Group
660
Russell Investments Group
United Kingdom
$166K -$38.3K -283 -19%
CFD
661
Creative Financial Designs
Indiana
$161K -$56.2K -415 -26%
Qube Research & Technologies (QRT)
662
Qube Research & Technologies (QRT)
United Kingdom
$161K -$503K -3,715 -76%
TPWA
663
Twin Peaks Wealth Advisors
California
$158K +$158K +1,122 New
GWSG
664
GPS Wealth Strategies Group
Colorado
$153K – – –
JWA
665
JFS Wealth Advisors
Pennsylvania
$148K -$2.84K -21 -2%
LWA
666
Lowe Wealth Advisors
Maryland
$145K – – –
IRAG
667
Investment Research & Advisory Group
Georgia
$137K +$271 +2 +0.2%
TLA
668
Tanglewood Legacy Advisors
Texas
$135K – – –
FP
669
Financial Perspectives
Minnesota
$129K – – –
HNB
670
Huntington National Bank
Ohio
$126K -$114K – –
AWM
671
Abound Wealth Management
Tennessee
$122K – – –
FMII
672
Farmers & Merchants Investments Inc
Nebraska
$120K – – –
BL
673
Balentine LLC
Georgia
$118K – – –
AWM
674
Accredited Wealth Management
Kentucky
$117K -$30.4K -225 -21%
BFPW
675
BOK Financial Private Wealth
Colorado
$115K – – –
25 26
27
28 29