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iShares ESG Advanced MSCI USA ETF

253 hedge funds and large institutions have $873M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 138 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less ownership

Funds ownership:

7% less capital invested

Capital invested by funds: $935M → $873M (-$62.2M)

59% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 138

Holders
253
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$59.2M
2 -$14M
3 -$9.1M
4
ST
Spinnaker Trust
Maine
-$6.87M
5
PAS
Park Avenue Securities
New York
-$5.29M
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
226
Archer Investment Corporation
Indiana
$83.3K
RPC
227
Rossmore Private Capital
Connecticut
$80.4K
NS
228
NBC Securities
Alabama
$47.3K
CAM
229
Clarity Asset Management
Iowa
$46.9K
TCM
230
Triumph Capital Management
Colorado
$46K
PNC Financial Services Group
231
PNC Financial Services Group
Pennsylvania
$42.8K
KHC
232
Koesten Hirschmann & Crabtree
Kansas
$39.5K
TFA
233
Transamerica Financial Advisors
Florida
$38.6K
NB
234
NBT Bank
New York
$37.9K
AAS
235
Ameritas Advisory Services
Nebraska
$37K
EWM
236
Evolution Wealth Management
Florida
$34.2K
CFD
237
Creative Financial Designs
Indiana
$30.8K
CFO
238
CVA Family Office
Colorado
$30.1K
SAM
239
Smartleaf Asset Management
Massachusetts
$28.1K
GSWM
240
Golden State Wealth Management
California
$26.9K
CPG
241
Cornerstone Planning Group
New Jersey
$22.3K
B
242
Birchbrook
Maine
$20.4K
IRC
243
Investors Research Corp
Georgia
$17.3K
WP
244
WealthShield Partners
North Carolina
$16.6K
Bank of Montreal
245
Bank of Montreal
Ontario, Canada
$13.5K
MBFW
246
Morton Brown Family Wealth
Pennsylvania
$12.4K
MG
247
Mather Group
Illinois
$10.3K
WWM
248
Wolff Wiese Magana
California
$7.74K
PA
249
Parallel Advisors
California
$6.13K
AWM
250
Abound Wealth Management
Tennessee
$2.87K