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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

759 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, 325 reducing their positions, and 31 closing their positions.

Holders
759
Holders Change
+14
Holders Change %
+1.88%
% of All Funds
10.19%
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
325
Closed
31
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 Holding Trade Value Shares
Change 		Shares
Change %
CW
151
CreativeOne Wealth
Kansas
$3.56M -$57.1K -422 -2%
WIM
152
WealthPlan Investment Management
Nebraska
$3.53M +$3.09M +22,805 +691%
RW
153
Ridgeline Wealth
Arizona
$3.51M -$16.5K -122 -0.5%
JPG
154
Jordan Park Group
California
$3.44M +$127K +942 +4%
MPW
155
MA Private Wealth
California
$3.4M -$579K -4,276 -15%
RA
156
RFG Advisory
Alabama
$3.38M -$125K -925 -4%
EH
157
Equitable Holdings
New York
$3.37M -$407K -3,009 -11%
SPIA
158
Steward Partners Investment Advisory
New York
$3.37M -$30.4K -225 -0.9%
SC
159
Savant Capital
Illinois
$3.32M -$57.8K -427 -2%
FCA
160
FLC Capital Advisors
California
$3.31M -$251K -1,857 -7%
IWM
161
Integris Wealth Management
California
$3.28M +$27.3K +202 +0.8%
FHA
162
First Horizon Advisors
Tennessee
$3.27M +$1.55M +11,443 +90%
PCIG
163
Partners Capital Investment Group
Massachusetts
$3.23M -$75.7M -559,372 -96%
EWP
164
Elevation Wealth Partners
California
$3.21M -$2.46M -18,170 -43%
OWM
165
Opes Wealth Management
California
$3.21M +$134K +989 +4%
NCM
166
Northwest Capital Management
Oregon
$3.2M -$2.93M -21,680 -48%
MP
167
Moment Partners
California
$3.19M -$38.4K -284 -1%
BW
168
Balance Wealth
Ohio
$3.19M -$77K -569 -2%
BTI
169
Blue Trust Inc
Georgia
$3.14M -$1.22K -9 -0%
WS
170
Wedbush Securities
California
$3.09M +$101K +744 +3%
GC
171
Garde Capital
Washington
$3.06M +$999K +7,384 +48%
Citadel Advisors
172
Citadel Advisors
Florida
$2.96M -$5.21M -38,529 -64%
FG
173
Foster Group
Iowa
$2.9M +$150K +1,105 +5%
RFC
174
Regions Financial Corp
Alabama
$2.81M -$124K -916 -4%
WC
175
Weil Company
California
$2.76M -$1.11M -8,238 -29%
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