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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 %
MFC
726
Morris Financial Concepts
South Carolina
$10.6K +$1.71K +14 +19%
SS
727
Sunbelt Securities
Texas
$9.75K -$73.8K -605 -88%
FWP
728
FAS Wealth Partners
Kansas
$7.56K – – –
CSC
729
Caldwell Sutter Capital
California
$7.07K – – –
HDIM
730
Hanson & Doremus Investment Management
Vermont
$6K – – –
CFO
731
Capitol Family Office
Oregon
$5.12K +$5.12K +42 New
RWS
732
Retirement Wealth Solutions
Wisconsin
$3.72K -$961K -7,753 -100%
DJSG
733
D.J. St. Germain
Massachusetts
$3.54K – – –
PW
734
Pandora Wealth
Illinois
$3.17K +$3.17K +26 New
SWIM
735
Smallwood Wealth Investment Management
New Jersey
$2.68K +$2.68K +22 New
GIA
736
GHP Investment Advisors
Colorado
$2.44K – – –
WAG
737
Wiser Advisor Group
Arizona
$2.44K +$2.44K +20 New
GWS
738
Glassman Wealth Services
Virginia
$2.07K -$2.19K -18 -51%
HBW
739
Hazlett, Burt & Watson
West Virginia
$2K – – –
CMP
740
Coston McIsaac & Partners
Maine
$2K – – –
RF
741
Robbins Farley
New Hampshire
$1.95K – – –
SS
742
SBI Securities
Japan
$1.1K – – –
Barclays
743
Barclays
United Kingdom
$1K -$861K -6,891 -100%
TFGT
744
TS Financial Group (TSFG)
Illinois
$1K – – –
LFA
745
LGT Financial Advisors
Texas
$975 -$6.46K -53 -87%
SFA
746
Semmax Financial Advisors
North Carolina
$29 -$32 – –
Renaissance Technologies
747
Renaissance Technologies
New York
– -$7.47M -58,000 Closed
IA
748
Integrity Alliance
Iowa
– -$4.31M -33,435 Closed
IAA
749
Independent Advisor Alliance
North Carolina
– -$3.14M -24,408 Closed
OMC
750
Old Mission Capital
Illinois
– -$2.56M -19,866 Closed
28 29
30
31 32