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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 %
ASN
101
Advisory Services Network
Georgia
$7.11M 51,431 +3,918 +8%
Bank of New York Mellon
102
Bank of New York Mellon
New York
$7.02M 51,884 -8,576 -14%
Neuberger Berman Group
103
Neuberger Berman Group
New York
$6.9M 50,974 -7,303 -13%
Focus Partners Wealth
104
Focus Partners Wealth
Massachusetts
$6.88M 50,838 +286 +0.6%
CIAS
105
CFS Investment Advisory Services
New Jersey
$6.87M 50,760 -1,919 -4%
RIS
106
Retirement Income Solutions
Michigan
$6.73M 49,777 -20,396 -29%
IFWM
107
Institute for Wealth Management
Colorado
$6.72M 49,640 -682 -1%
YWM
108
Yukon Wealth Management
Kansas
$6.59M 48,671 -1,269 -3%
ALA
109
Atlas Legacy Advisors
California
$6.58M 48,636 +546 +1%
VFA
110
Valeo Financial Advisors
Indiana
$6.53M 48,298 +3,797 +9%
DRP
111
Decker Retirement Planning
Utah
$6.26M 46,298 +46,153 +31,830%
WWP
112
Waypoint Wealth Partners
California
$6.25M 46,205 -12,413 -21%
SWG
113
Summit Wealth Group
Vermont
$6.01M 44,405 -1,059 -2%
MA
114
Mutual Advisors
Nebraska
$5.97M 42,910 -802 -2%
PAG
115
Private Advisor Group
New Jersey
$5.93M 43,810 +9,697 +28%
FFA
116
Farther Finance Advisors
California
$5.91M 43,695 -2,988 -6%
HHGA
117
Halbert Hargrove Global Advisors
California
$5.65M 41,738 -4,272 -9%
ST
118
Spinnaker Trust
Maine
$5.59M 41,293 +2,013 +5%
BNP Paribas Financial Markets
119
BNP Paribas Financial Markets
France
$5.55M 41,026 +32,923 +406%
ACA
120
Aptus Capital Advisors
Alabama
$5.54M 40,940 -27 -0.1%
AssetMark Inc
121
AssetMark Inc
California
$5.46M 40,356 +3,668 +10%
MW
122
Maia Wealth
Colorado
$5.44M 40,239 -1,975 -5%
AAS
123
Avantax Advisory Services
Texas
$5.32M 39,300 -723 -2%
UB
124
UMB Bank
Missouri
$5.19M 38,336 +8,511 +29%
JSW
125
Journey Strategic Wealth
New Jersey
$5.12M 37,849 -116,449 -75%
3 4
5
6 7