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iShares ESG Advanced MSCI USA ETF

244 hedge funds and large institutions have $958M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 129 increasing their positions, 68 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 68

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.91% less ownership

Funds ownership: 77.89%76.98% (-0.91%)

2% less funds holding

Funds holding: 248244 (-4)

5% less capital invested

Capital invested by funds: $1.01B → $958M (-$50.7M)

Holders
244
Holders Change
-4
Holders Change %
-1.61%
% of All Funds
3.27%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
129
Reduced
68
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NS
226
NBC Securities
Alabama
$38K +$41K +825 New
T
227
Transce3nd
Texas
$37.1K -$1.29K -26 -3%
CPG
228
Cornerstone Planning Group
New Jersey
$34.3K +$37.9K +764 New
NB
229
NBT Bank
New York
$30.9K
AG
230
AmeriFlex Group
Nevada
$26K +$9.19K +185 +50%
WP
231
WealthShield Partners
North Carolina
$24.9K -$58.1K -1,170 -69%
CFO
232
CVA Family Office
Colorado
$24.5K
GFPC
233
Global Financial Private Client
Florida
$23.6K +$1.34K +27 +6%
B
234
Birchbrook
Maine
$14.6K -$11.6K -233 -43%
MG
235
Mather Group
Illinois
$13.7K +$5.36K +108 +58%
KHC
236
Koesten Hirschmann & Crabtree
Kansas
$13.1K
DRP
237
Decker Retirement Planning
Utah
$12.9K
National Bank of Canada
238
National Bank of Canada
Quebec, Canada
$10.4K +$11.1K +224 New
MBFW
239
Morton Brown Family Wealth
Pennsylvania
$10.1K
PA
240
Parallel Advisors
California
$4.99K -$993 -20 -16%
MWA
241
Medallion Wealth Advisors
Connecticut
$4.96K
Bank of Montreal
242
Bank of Montreal
Ontario, Canada
$2.47K -$51.3K -1,033 -95%
AEPWM
243
Atlantic Edge Private Wealth Management
Florida
$2.1K
BA
244
Bristlecone Advisors
Washington
$282 +$149 +3 +100%
HHGA
245
Halbert Hargrove Global Advisors
California
-$1.5M -30,110 Closed
IAIM
246
International Assets Investment Management
Florida
-$1.2M -24,075 Closed
CFGS
247
Concourse Financial Group Securities
Alabama
-$880K -16,778 Closed
RCS
248
Retirement Capital Strategies
California
-$749K -15,074 Closed
Stifel Financial
249
Stifel Financial
Missouri
-$646K -12,984 Closed
SWA
250
Stratos Wealth Advisors
Ohio
-$586K -11,777 Closed