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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 %
PCA
176
Prosperity Capital Advisors
Ohio
$2.66M -$165K -1,345 -6%
RFC
177
Regions Financial Corp
Alabama
$2.64M +$36.5K +299 +1%
DT
178
Diversified Trust
Tennessee
$2.63M -$645K -5,287 -20%
FFN
179
Focus Financial Network
Minnesota
$2.56M -$44.6K -366 -2%
KWA
180
Kingswood Wealth Advisors
California
$2.53M -$631K -5,171 -20%
FG
181
Foster Group
Iowa
$2.48M -$2.68K -22 -0.1%
LWA
182
Lifelong Wealth Advisors
Minnesota
$2.47M +$118K +967 +5%
HAG
183
HF Advisory Group
Maryland
$2.41M -$16.2K -133 -0.7%
MGIA
184
Moneta Group Investment Advisors
Missouri
$2.38M +$506K +4,147 +27%
HFA
185
High Falls Advisors
New York
$2.37M -$844K -6,921 -26%
FPAS
186
Focus Partners Advisor Solutions
Missouri
$2.37M +$1.04M +8,530 +78%
AWM
187
Axxcess Wealth Management
California
$2.36M -$109K -896 -4%
Pathstone Holdings
188
Pathstone Holdings
New Jersey
$2.35M -$18.8K -154 -0.8%
CFP
189
Cascade Financial Partners
California
$2.3M – – –
CW
190
Cook Wealth
North Carolina
$2.3M -$3.41K -28 -0.1%
LWL
191
Leo Wealth LLC
Texas
$2.23M -$61.8K -507 -3%
TWC
192
TD Waterhouse Canada
Ontario, Canada
$2.23M -$56.5K -459 -2%
PI
193
PFG Investments
New York
$2.21M +$489K +4,013 +28%
IWA
194
Icon Wealth Advisors
Texas
$2.2M -$4.83M -39,613 -69%
FWM
195
Fingerlakes Wealth Management
New York
$2.19M -$213K -1,747 -9%
TSS
196
Two Sigma Securities
New York
$2.18M +$823K +6,754 +61%
CIAS
197
Capital Investment Advisory Services
North Carolina
$2.18M -$20.7K -170 -0.9%
CA
198
CGN Advisors
Kansas
$2.18M -$9.27K -76 -0.4%
RIA
199
Regal Investment Advisors
Michigan
$2.14M +$184K +1,510 +9%
AGWCA
200
Annis Gardner Whiting Capital Advisors
Florida
$2.13M -$2.07K -17 -0.1%
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