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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 %
HCM
751
Howland Capital Management
Massachusetts
– -$2.37M -18,398 Closed
HSBC Holdings
752
HSBC Holdings
United Kingdom
– -$2.2M -17,100 Closed
AR
753
Apeiron RIA
Texas
– -$1.62M -12,595 Closed
CFGS
754
Concourse Financial Group Securities
Alabama
– -$1.61M -12,019 Closed
PSA
755
Plum Street Advisors
Louisiana
– -$1.28M -9,951 Closed
SWA
756
Stratos Wealth Advisors
Ohio
– -$1.07M -8,314 Closed
BEI
757
Benjamin Edwards Inc
Missouri
– -$735K -5,709 Closed
TVM
758
True Vision MN
Minnesota
– -$687K -5,331 Closed
LWM
759
Liberty Wealth Management
California
– -$580K -4,500 Closed
CIBC World Market
760
CIBC World Market
Ontario, Canada
– -$533K -4,137 Closed
SPC
761
Sigma Planning Corp
Michigan
– -$443K -3,435 Closed
IAIM
762
International Assets Investment Management
Florida
– -$416K -3,237 Closed
AO
763
Advisor OS
Illinois
– -$383K -2,972 Closed
CAS
764
Coppell Advisory Solutions
Texas
– -$384K -2,966 Closed
OP
765
ORG Partners
Indiana
– -$346K -2,686 Closed
FFM
766
Forum Financial Management
Illinois
– -$324K -2,512 Closed
BFA
767
Bright Financial Advisors
Michigan
– -$275K -2,131 Closed
MA
768
MJP Associates
Connecticut
– -$247K -1,917 Closed
F8IS
769
Figure 8 Investment Strategies
Idaho
– -$242K -1,875 Closed
TWM
770
Tradition Wealth Management
Minnesota
– -$237K -1,838 Closed
BFWM
771
Bright Futures Wealth Management
New York
– -$242K -1,830 Closed
AGP
772
Autumn Glory Partners
Texas
– -$231K -1,793 Closed
TCM
773
Traynor Capital Management
Pennsylvania
– -$226K -1,754 Closed
SWA
774
Sax Wealth Advisors
New Jersey
– -$213K -1,655 Closed
SHFA
775
SC&H Financial Advisors
Maryland
– -$208K -1,618 Closed
29 30
31
32 33