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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 %
MPW
151
MA Private Wealth
California
$3.58M – – –
MWM
152
Mascoma Wealth Management
New Hampshire
$3.5M +$3.24M +26,617 +1,288%
WC
153
Weil Company
California
$3.49M +$2.81M +23,024 +412%
HGWM
154
Horst & Graben Wealth Management
Oregon
$3.41M +$279K +2,286 +9%
EH
155
Equitable Holdings
New York
$3.4M +$239K +1,960 +8%
SWP
156
Sagespring Wealth Partners
Tennessee
$3.37M +$197K +1,618 +6%
MBT
157
Montecito Bank & Trust
California
$3.35M -$107K -879 -3%
WWM
158
WT Wealth Management
Arizona
$3.32M -$463K -3,801 -12%
BCI
159
Brinker Capital Investments
Pennsylvania
$3.29M -$7.5M -61,550 -69%
OPS
160
Orion Portfolio Solutions
Nebraska
$3.29M -$7.5M -61,550 -69%
CW
161
CreativeOne Wealth
Kansas
$3.26M -$98.1K -805 -3%
FCA
162
FLC Capital Advisors
California
$3.21M -$107K -878 -3%
RW
163
Ridgeline Wealth
Arizona
$3.18M -$45.2K -371 -1%
BRIA
164
Balanced Rock Investment Advisors
Massachusetts
$3.16M +$168K +1,377 +6%
RA
165
RFG Advisory
Alabama
$3.15M +$207K +1,695 +7%
SPIA
166
Steward Partners Investment Advisory
New York
$3.06M +$403K +3,306 +15%
SC
167
Savant Capital
Illinois
$3.04M -$90.3K -741 -3%
JPG
168
Jordan Park Group
California
$2.99M +$68.3K +560 +2%
Acadian Asset Management
169
Acadian Asset Management
Massachusetts
$2.98M +$1.58M +12,949 +113%
BW
170
Balance Wealth
Ohio
$2.94M +$2.94M +24,139 New
IWM
171
Integris Wealth Management
California
$2.93M -$86.8K -712 -3%
MP
172
Moment Partners
California
$2.91M -$47.3K -388 -2%
BTI
173
Blue Trust Inc
Georgia
$2.83M -$1.71K -14 -0.1%
OWM
174
Opes Wealth Management
California
$2.77M +$489K +4,015 +21%
WS
175
Wedbush Securities
California
$2.69M -$144K -1,184 -5%
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