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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 %
Bank of America
1
Bank of America
North Carolina
$1.77B -$3.03M -22,423 -0.2%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.36B -$180M -1,331,634 -12%
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$844M +$58.4M +433,867 +7%
Northern Trust
4
Northern Trust
Illinois
$746M -$178M -1,312,037 -19%
Goldman Sachs
5
Goldman Sachs
New York
$566M +$39.3M +290,275 +7%
Betterment LLC
6
Betterment LLC
New York
$520M +$57.6M +425,927 +12%
AA
7
Acorns Advisers
California
$342M +$16.9M +124,793 +5%
Wealthfront Advisers
8
Wealthfront Advisers
California
$317M +$22.8M +168,744 +8%
Wells Fargo
9
Wells Fargo
California
$307M -$4.17M -30,814 -1%
Morgan Stanley
10
Morgan Stanley
New York
$300M +$28.1M +207,346 +10%
BlackRock
11
BlackRock
New York
$269M -$27.9M -206,244 -9%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$246M -$3.83M -28,291 -2%
LPL Financial
13
LPL Financial
California
$141M -$945K -6,981 -0.7%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$129M +$5.88M +43,446 +5%
Empower Advisory Group
15
Empower Advisory Group
Colorado
$93.9M +$171K +1,266 +0.2%
FT
16
Fiduciary Trust
Massachusetts
$89.6M +$173K +1,280 +0.2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$74.3M +$2.55M +18,877 +4%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$57.6M -$5.3M -39,207 -8%
UBS Group
19
UBS Group
Switzerland
$49.6M -$2.05M -15,160 -4%
Citigroup
20
Citigroup
New York
$48.1M +$6.68M +49,403 +16%
AIA
21
Ally Invest Advisors
North Carolina
$45M +$812K +6,001 +2%
Ameriprise
22
Ameriprise
Minnesota
$44.7M -$2.95M -21,743 -6%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$42.9M -$7.08M -52,334 -14%
HighTower Advisors
24
HighTower Advisors
Illinois
$42.7M -$216K -1,599 -0.5%
KeyBank National Association
25
KeyBank National Association
Ohio
$42.7M -$339K -2,504 -0.8%
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