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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

757 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 30 closing their positions.

Holders
757
Holders Change
+12
Holders Change %
+1.61%
% of All Funds
10.16%
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
30
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 %
JSW
126
Journey Strategic Wealth
New Jersey
$5.12M 37,849 -116,449 -75%
LRWA
127
Long Run Wealth Advisors
New York
$5.06M 37,389 -2,279 -6%
MFG
128
Merit Financial Group
Georgia
$4.9M 36,249 +2,695 +8%
PWM
129
Perigon Wealth Management
California
$4.9M 36,185 -3,234 -8%
MCWS
130
McKinley Carter Wealth Services
West Virginia
$4.83M 35,685 -1,687 -5%
GIA
131
Goodwin Investment Advisory
Georgia
$4.8M 35,470 -1,378 -4%
LNWWM
132
Laird Norton Wetherby Wealth Management
California
$4.79M 35,412 +35,412 New
KAS
133
KPP Advisory Services
Kentucky
$4.77M 35,247 -1,117 -3%
Stifel Financial
134
Stifel Financial
Missouri
$4.75M 35,113 +2,770 +9%
BRIA
135
Balanced Rock Investment Advisors
Massachusetts
$4.6M 33,974 +8,083 +31%
SWP
136
Stratos Wealth Partners
Ohio
$4.41M 32,627 -3,911 -11%
PWA
137
Physician Wealth Advisors
Utah
$4.37M 32,300 -190 -0.6%
KWS
138
Keystone Wealth Services
California
$4.37M 32,265 -1,059 -3%
PA
139
Planning Alternatives
Michigan
$4.26M 31,453 +177 +0.6%
FDCDDQ
140
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.25M 31,431 – –
MWM
141
Mascoma Wealth Management
New Hampshire
$4.22M 31,225 +2,541 +9%
IAN
142
Integrated Advisors Network
Texas
$4.12M 30,438 -2,000 -6%
P
143
&Partners
Tennessee
$4.1M 30,317 -1,387 -4%
Rockefeller Capital Management
144
Rockefeller Capital Management
New York
$4.1M 30,297 -101 -0.3%
HWM
145
HB Wealth Management
Georgia
$4.04M 29,824 -177 -0.6%
SWP
146
Sagespring Wealth Partners
Tennessee
$3.82M 28,267 +659 +2%
IC
147
IEQ Capital
California
$3.81M 28,146 -14,142 -33%
BCI
148
Brinker Capital Investments
Pennsylvania
$3.75M 27,681 +665 +2%
HGWM
149
Horst & Graben Wealth Management
Oregon
$3.7M 27,337 -632 -2%
DAS
150
Dynamic Advisor Solutions
Arizona
$3.63M 26,843 -5,017 -16%
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