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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 %
TWC
201
TD Waterhouse Canada
Ontario, Canada
$2.34M -$108K -801 -4%
CCM
202
Coldstream Capital Management
Washington
$2.34M +$406 +3 +0%
HFA
203
High Falls Advisors
New York
$2.32M -$306K -2,263 -12%
IWA
204
Icon Wealth Advisors
Texas
$2.31M -$125K -923 -5%
TCA
205
Transcend Capital Advisors
New Jersey
$2.28M +$541 +4 +0%
KWA
206
Kingswood Wealth Advisors
California
$2.23M -$580K -4,290 -21%
G
207
GenTrust
Florida
$2.22M +$1.49K +11 +0.1%
MIM
208
Macroview Investment Management
Maryland
$2.21M +$269K +1,985 +14%
PFA
209
Pure Financial Advisors
California
$2.2M +$748K +5,526 +51%
PIA
210
Perennial Investment Advisors
California
$2.16M +$676 +5 +0%
AWM
211
Apollon Wealth Management
South Carolina
$2.14M +$4.06K +30 +0.2%
OSAM
212
O'Shaughnessy Asset Management
Connecticut
$2.13M +$574K +4,239 +37%
BFG
213
Beacon Financial Group
Texas
$2.08M -$5.55K -41 -0.3%
1SB
214
1ST Source Bank
Indiana
$2.07M -$7.98K -59 -0.4%
RF
215
RHS Financial
California
$2.05M -$2.16M -15,949 -51%
BWL
216
Bogart Wealth LLC
Virginia
$2.03M +$112K +825 +6%
MOS
217
MGO One Seven
Ohio
$2.01M +$492K +3,637 +32%
SCA
218
Snowden Capital Advisors
New York
$2.01M -$4.87K -36 -0.2%
MFA
219
Mayflower Financial Advisors
Massachusetts
$2.01M -$42.2K -312 -2%
RIA
220
Regal Investment Advisors
Michigan
$2M -$368K -2,717 -16%
FTUS
221
Flow Traders U.S.
New York
$2M +$2M +14,786 New
Franklin Resources
222
Franklin Resources
California
$1.99M +$248K +1,833 +14%
AFG
223
Atomi Financial Group
New York
$1.94M +$23.9K +177 +1%
BWP
224
BlueStem Wealth Partners
Minnesota
$1.9M +$207K +1,530 +12%
GA
225
GFS Advisors
Texas
$1.89M – – –
7 8
9
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