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iShares ESG Advanced MSCI USA ETF

258 hedge funds and large institutions have $926M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 59 increasing their positions, 137 reducing their positions, and 8 closing their positions.

Holders
258
Holders Change
+16
Holders Change %
+6.61%
% of All Funds
3.46%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
33
Increased
59
Reduced
137
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$201M 3,730,985 -1,443,822 -28%
BlackRock
2
BlackRock
New York
$133M 2,475,361 -244,464 -9%
LPL Financial
3
LPL Financial
California
$56.1M 1,041,135 -118,570 -10%
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$41.5M 770,227 -418,400 -35%
SEI Investments
5
SEI Investments
Pennsylvania
$38.6M 715,184 +93,098 +15%
SWM
6
SigFig Wealth Management
California
$36.1M 673,120 +4,249 +0.6%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$26.6M 493,030 -131,534 -21%
PAS
8
Park Avenue Securities
New York
$21.2M 392,790 -108,786 -22%
Mackenzie Financial
9
Mackenzie Financial
Ontario, Canada
$19.6M 363,806 -5,457 -1%
FDCDDQ
10
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.8M 348,443 -17,128 -5%
AF
11
Allworth Financial
California
$15.3M 283,077 -944 -0.3%
ST
12
Spinnaker Trust
Maine
$15.1M 280,739 +8,349 +3%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$12.9M 239,475 -72,729 -23%
FCG
14
Financial Connections Group
California
$12M 222,581 +2,060 +0.9%
MML Investors Services
15
MML Investors Services
Massachusetts
$11.9M 221,136 -72,097 -25%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$6.74M 125,041 -12,425 -9%
BRIA
17
Balanced Rock Investment Advisors
Massachusetts
$6.32M 117,136 -70,285 -38%
Bank of America
18
Bank of America
North Carolina
$6.26M 116,126 +19,278 +20%
RCG
19
Regatta Capital Group
California
$6.09M 112,976 +8,769 +8%
Morgan Stanley
20
Morgan Stanley
New York
$5.99M 111,095 -1,994 -2%
Wells Fargo
21
Wells Fargo
California
$5.92M 109,851 +299 +0.3%
RWP
22
RWA Wealth Partners
Massachusetts
$5.88M 108,942 -7,504 -6%
AssetMark Inc
23
AssetMark Inc
California
$5.5M 101,926 -22,096 -18%
OWA
24
One Wealth Advisors
California
$5.17M 95,796 -24,401 -20%
Goldman Sachs
25
Goldman Sachs
New York
$5.12M 94,999 +18,980 +25%