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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.

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
1
TIAA Trust, National Association
North Carolina
$712M
2
CLGM
2
Capitolis Liquid Global Markets
New York
$32.8M
3
Goldman Sachs
3
Goldman Sachs
New York
$475M
4
Northern Trust
4
Northern Trust
Illinois
$832M
5
Wealthfront Advisers
5
Wealthfront Advisers
California
$265M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$225M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$988K
3
LPL Financial
3
LPL Financial
California
$128M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.39B
5
Morgan Stanley
5
Morgan Stanley
New York
$245M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.6B 13,090,588 -15,274 -0.1%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.39B 11,362,022 -541,997 -5%
Northern Trust
3
Northern Trust
Illinois
$832M 6,824,650 +233,643 +4%
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$712M 5,840,805 +273,430 +5%
Goldman Sachs
5
Goldman Sachs
New York
$475M 3,892,537 +238,134 +7%
Betterment LLC
6
Betterment LLC
New York
$416M 3,414,311 +137,039 +4%
AA
7
Acorns Advisers
California
$293M 2,400,608 +88,833 +4%
Wells Fargo
8
Wells Fargo
California
$280M 2,297,171 +49,287 +2%
BlackRock
9
BlackRock
New York
$267M 2,193,518 +44,377 +2%
Wealthfront Advisers
10
Wealthfront Advisers
California
$265M 2,173,670 +171,405 +9%
Morgan Stanley
11
Morgan Stanley
New York
$245M 2,008,232 -454,387 -18%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$225M 1,844,223 -1,144,002 -38%
LPL Financial
13
LPL Financial
California
$128M 1,051,161 -636,880 -38%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$111M 907,475 +80,046 +10%
Empower Advisory Group
15
Empower Advisory Group
Colorado
$84.5M 692,883 -55,589 -7%
FT
16
Fiduciary Trust
Massachusetts
$80.6M 661,128 +107,229 +19%
PCIG
17
Partners Capital Investment Group
Massachusetts
$71.1M 583,245 +35,287 +6%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$64.7M 530,490 +6,373 +1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$56.7M 464,980 -75,310 -14%
UBS Group
20
UBS Group
Switzerland
$46.6M 382,048 +5,430 +1%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$45M 369,293 -26,105 -7%
Ameriprise
22
Ameriprise
Minnesota
$42.9M 351,495 -11,784 -3%
Mirae Asset Global Investments
23
Mirae Asset Global Investments
South Korea
$42.6M 351,180 -59,820 -15%
AIA
24
Ally Invest Advisors
North Carolina
$39.8M 326,447 -2,209 -0.7%
KeyBank National Association
25
KeyBank National Association
Ohio
$38.7M 317,836 +25,309 +9%
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