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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 %
NW
776
NewEdge Wealth
Pennsylvania
– -$208K -1,618 Closed
FA
777
Fermata Advisors
California
– -$208K -1,615 Closed
GWMR
778
GC Wealth Management RIA
Massachusetts
– -$207K -1,609 Closed
MADFP
779
Michael A Dubis Financial Planning
Wisconsin
– -$207K -1,605 Closed
DFA
780
Davies Financial Advisors
California
– -$206K -1,602 Closed
FFC
781
Frederick Financial Consultants
Maryland
– -$204K -1,581 Closed
SA
782
Scarborough Advisors
Maryland
– -$204K -1,580 Closed
LSIA
783
LaSalle St. Investment Advisors
Illinois
– -$203K -1,578 Closed
BFS
784
BridgePort Financial Solutions
Iowa
– -$201K -1,575 Closed
SIM
785
Stratos Investment Management
Ohio
– -$203K -1,573 Closed
BWA
786
Bestgate Wealth Advisors
Maryland
– -$202K -1,567 Closed
PWMAG
787
Pinnacle Wealth Management Advisory Group
New Jersey
– -$202K -1,565 Closed
OPPS
788
Obsidian Personal Planning Solutions
Maryland
– -$207K -1,562 Closed
EW
789
Element Wealth
Mississippi
– -$169K -1,315 Closed
OC
790
Oarsman Capital
Wisconsin
– -$128K -997 Closed
AWM
791
Avior Wealth Management
Nebraska
– -$125K -968 Closed
KIM
792
Kestra Investment Management
Texas
– -$121K -940 Closed
EPW
793
Endeavor Private Wealth
Kansas
– -$120K -930 Closed
HWP
794
Highline Wealth Partners
California
– -$83K -644 Closed
FWM
795
FLP Wealth Management
Arkansas
– -$65.3K -507 Closed
SAM
796
Synergy Asset Management
Washington
– -$61.6K -488 Closed
FA
797
Fedenia Advisers
Wisconsin
– -$50.5K -392 Closed
CMBA
798
C.M. Bidwell & Associates
Hawaii
– -$44.1K -342 Closed
MCM
799
Mainstream Capital Management
California
– -$34.5K -268 Closed
CFS
800
Compass Financial Services
Iowa
– -$34.1K -265 Closed
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