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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

758 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, 324 reducing their positions, and 29 closing their positions.

Holders
758
Holders Change
+13
Holders Change %
+1.74%
% 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
324
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$844M
2
Betterment LLC
2
Betterment LLC
New York
$520M
3
Goldman Sachs
3
Goldman Sachs
New York
$566M
4
Morgan Stanley
4
Morgan Stanley
New York
$300M
5
MMA
5
Miracle Mile Advisors
California
$35M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.36B
2
Northern Trust
2
Northern Trust
Illinois
$746M
3
PCIG
3
Partners Capital Investment Group
Massachusetts
$3.23M
4
BlackRock
4
BlackRock
New York
$269M
5
JSW
5
Journey Strategic Wealth
New Jersey
$5.12M
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
76
Clarity Asset Management
Iowa
$11.4M 84,368 -7,264 -8%
Truist Financial
77
Truist Financial
North Carolina
$11.1M 82,256 -4,955 -6%
KAS
78
Kestra Advisory Services
Texas
$11M 81,260 +788 +1%
RZH
79
Relyea Zuckerberg Hanson
Connecticut
$10.8M 79,912 -2,034 -2%
PL
80
Plancorp LLC
Missouri
$10.7M 78,808 -555 -0.7%
KWM
81
Keebeck Wealth Management
Illinois
$10.3M 76,284 +200 +0.3%
LWP
82
Laurel Wealth Planning
Minnesota
$10.2M 75,504 -5,058 -6%
FWI
83
Facet Wealth Inc
Maryland
$10.2M 73,874 -1,921 -3%
OIA
84
OneDigital Investment Advisors
Kansas
$10M 74,100 -25,967 -26%
PMA
85
Prudent Man Advisors
Illinois
$9.81M 72,521 +1,267 +2%
PA
86
Parkside Advisors
California
$9.59M 70,855 +1,454 +2%
WANY
87
Wealthspire Advisors (New York)
New York
$9.46M 69,886 -8 -0%
Fisher Asset Management
88
Fisher Asset Management
Washington
$9.21M 68,103 -9,881 -13%
SB
89
Strategic Blueprint
Georgia
$9.11M 67,342 -1,707 -2%
EWM
90
Empirical Wealth Management
Washington
$8.72M 64,424 +6,332 +11%
TC
91
Trilogy Capital
California
$8.69M 64,263 +889 +1%
KFAA
92
Klaas Financial Asset Advisors
Illinois
$8.69M 64,235 +5,533 +9%
PA
93
Parallel Advisors
California
$8.05M 59,470 +2,016 +4%
WA
94
Wealth Architects
California
$8.04M 59,457 +12,988 +28%
CWS
95
Cypress Wealth Services
California
$7.86M 58,092 -2,073 -3%
MWM
96
Modera Wealth Management
New Jersey
$7.68M 56,798 +2,094 +4%
FA
97
Financial Advisors
Massachusetts
$7.59M 56,078 -3,849 -6%
FWCM
98
Ferguson Wellman Capital Management
Oregon
$7.56M 55,886 +3,165 +6%
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$7.4M 54,659 -658 -1%
UCFA
100
United Capital Financial Advisors
Texas
$7.28M 53,827 -6,516 -11%
2 3
4
5 6