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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.

New
Increased
Maintained
Reduced
Closed
Holders
759
Holders Change
+14
Holders Change %
+1.88%
% 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
325
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.36B
2
Northern Trust
Northern Trust
Illinois
$746M
3
PCIG
Partners Capital Investment Group
Massachusetts
$3.23M
4
BlackRock
BlackRock
New York
$269M
5
JSW
Journey Strategic Wealth
New Jersey
$5.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
176
Lifelong Wealth Advisors
Minnesota
$2.75M +$6.9K +51 +0.3%
PCA
177
Prosperity Capital Advisors
Ohio
$2.74M -$202K -1,496 -7%
FPAS
178
Focus Partners Advisor Solutions
Missouri
$2.68M +$52.1K +385 +2%
FFN
179
Focus Financial Network
Minnesota
$2.68M -$163K -1,207 -6%
HAG
180
HF Advisory Group
Maryland
$2.66M -$12.4K -92 -0.5%
MGIA
181
Moneta Group Investment Advisors
Missouri
$2.63M -$17.5K -129 -0.7%
Pathstone Holdings
182
Pathstone Holdings
New Jersey
$2.61M – – –
GM
183
GeoWealth Management
Illinois
$2.6M +$945K +6,988 +57%
DAS
184
Diversify Advisory Services
Utah
$2.57M +$381K +2,714 +17%
CFP
185
Cascade Financial Partners
California
$2.56M – – –
BF
186
Brooklyn FI
New York
$2.54M +$983K +7,266 +63%
PI
187
PFG Investments
New York
$2.53M +$68.6K +507 +3%
SFPM
188
Sensible Financial Planning & Management
Massachusetts
$2.49M +$904K +6,680 +57%
LWL
189
Leo Wealth LLC
Texas
$2.49M +$10.3K +76 +0.4%
DT
190
Diversified Trust
Tennessee
$2.49M -$435K -3,215 -15%
VCM
191
Vision Capital Management
Oregon
$2.47M +$172K +1,271 +7%
SWM
192
SigFig Wealth Management
California
$2.46M +$333K +2,480 +16%
WLIM
193
White Lighthouse Investment Management
Massachusetts
$2.43M +$187K +1,384 +8%
AWM
194
Axxcess Wealth Management
California
$2.41M -$209K -1,548 -8%
CA
195
CGN Advisors
Kansas
$2.4M -$14.5K -107 -0.6%
CIAS
196
Capital Investment Advisory Services
North Carolina
$2.4M -$18.9K -140 -0.8%
OAP
197
One Advisory Partners
Kansas
$2.4M -$12.2K -88 -0.5%
AGWCA
198
Annis Gardner Whiting Capital Advisors
Florida
$2.4M +$31.9K +236 +1%
FWM
199
Fingerlakes Wealth Management
New York
$2.39M -$37.5K -277 -2%
PWMG
200
Pioneer Wealth Management Group
Texas
$2.36M +$191K +1,411 +9%
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