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iShares ESG Advanced MSCI USA ETF

270 hedge funds and large institutions have $856M invested in iShares ESG Advanced MSCI USA ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 125 increasing their positions, 84 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 84

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

0.95% less ownership

Funds ownership: 75.41%74.45% (-0.95%)

3% less funds holding

Funds holding: 279270 (-9)

5% less capital invested

Capital invested by funds: $906M → $856M (-$49.6M)

Holders
270
Holders Change
-9
Holders Change %
-3.23%
% of All Funds
3.32%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
125
Reduced
84
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RF
226
Rossby Financial
Florida
$156K +$52.7K +911 +48%
FDCDDQ
227
Federation des caisses Desjardins du Quebec
Quebec, Canada
$153K -$22.5M -388,200 -99%
RP
228
Raelipskie Partnership
Ontario, Canada
$133K
IAIM
229
International Assets Investment Management
Florida
$131K -$421K -7,285 -76%
JWA
230
JFS Wealth Advisors
Pennsylvania
$121K
Fifth Third Bancorp
231
Fifth Third Bancorp
Ohio
$107K +$112K +1,933 New
WWMSC
232
Wagner Wealth Management (South Carolina)
South Carolina
$106K +$231 +4 +0.2%
TFA
233
Transamerica Financial Advisors
Florida
$97.3K +$43.9K +759 +76%
HDIM
234
Hanson & Doremus Investment Management
Vermont
$93K -$3.88K -67 -4%
TPWA
235
Twin Peaks Wealth Advisors
California
$88.3K +$92.6K +1,600 New
AIC
236
Archer Investment Corporation
Indiana
$80.4K +$58 +1 +0.1%
RPC
237
Rossmore Private Capital
Connecticut
$77.4K
ATPW
238
Ashton Thomas Private Wealth
Arizona
$58.5K +$61.3K +1,060 New
EWM
239
Evolution Wealth Management
Florida
$56.5K +$2.26K +39 +4%
UBS AM
240
UBS AM
Illinois
$55.1K +$1.1K +19 +2%
VAI
241
Vanguard Advisers Inc
Pennsylvania
$51.4K +$53.9K +932 New
DF
242
Dunhill Financial
United Kingdom
$50.1K
IRC
243
Investors Research Corp
Georgia
$46.3K +$16.8K +290 +53%
NS
244
NBC Securities
Alabama
$45.5K
B
245
Birchbrook
Maine
$44.9K
TCM
246
Triumph Capital Management
Colorado
$44.3K
PNC Financial Services Group
247
PNC Financial Services Group
Pennsylvania
$43.9K +$4.63K +80 +11%
NB
248
NBT Bank
New York
$36.5K +$34.9K +604 +1,041%
EI
249
EFG International
$33.9K +$35.6K +615 New
CFO
250
CVA Family Office
Colorado
$29K