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iShares ESG Advanced MSCI USA ETF

259 hedge funds and large institutions have $927M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 59 increasing their positions, 137 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+17
Holders Change %
+7.02%
% of All Funds
3.47%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
34
Increased
59
Reduced
137
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TPWA
226
Twin Peaks Wealth Advisors
California
$142K +$142K +2,523 New
RP
227
Raelipskie Partnership
Ontario, Canada
$121K
MPWT
228
MassMutual Private Wealth & Trust
Connecticut
$108K
AIC
229
Archer Investment Corporation
Indiana
$107K +$54 +1 +0.1%
Qube Research & Technologies (QRT)
230
Qube Research & Technologies (QRT)
United Kingdom
$105K +$105K +1,945 New
WWM
231
Wagner Wealth Management
South Carolina
$103K +$103K +1,906 New
RF
232
Rossby Financial
Florida
$102K -$26.5K -491 -21%
GWSG
233
GPS Wealth Strategies Group
Colorado
$100K -$1.24K -23 -1%
HDIM
234
Hanson & Doremus Investment Management
Vermont
$100K
OLVIG
235
Oliver Lagore Vanvalin Investment Group
Michigan
$80.2K +$80.2K +1,718 New
AAS
236
Ameritas Advisory Services
Nebraska
$55.5K +$55.5K +1,030 New
PNC Financial Services Group
237
PNC Financial Services Group
Pennsylvania
$54.7K -$29.2K -541 -35%
CAM
238
Clarity Asset Management
Iowa
$44.1K +$44.1K +817 New
NS
239
NBC Securities
Alabama
$44K
WCM
240
WealthTrak Capital Management
Virginia
$36.8K -$8.9K -165 -19%
EWM
241
Evolution Wealth Management
Florida
$32.2K +$32.2K +597 New
T
242
Transce3nd
Texas
$29.7K -$13.2K -245 -31%
CFO
243
CVA Family Office
Colorado
$28.4K
SAM
244
Smartleaf Asset Management
Massachusetts
$26.4K +$26.4K +492 New
GSWM
245
Golden State Wealth Management
California
$25.3K -$293K -5,442 -92%
WP
246
WealthShield Partners
North Carolina
$22.4K -$6.36K -118 -22%
AG
247
AmeriFlex Group
Nevada
$21.2K -$8.47K -159 -29%
CPG
248
Cornerstone Planning Group
New Jersey
$20.9K -$21.3K -386 -51%
B
249
Birchbrook
Maine
$19.2K +$2.37K +44 +14%
Bank of Montreal
250
Bank of Montreal
Ontario, Canada
$18K +$15.1K +280 +528%