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iShares ESG Advanced MSCI USA ETF

264 hedge funds and large institutions have $938M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 59 increasing their positions, 140 reducing their positions, and 9 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:

more funds holding

Funds holding:

more ownership

Funds ownership:

2% less capital invested

Capital invested by funds: $958M → $938M (-$20.1M)

58% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 140

Holders
264
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
Name Holding Trade Value Shares
Change
Change in
Stake
FGC
226
Financial Gravity Companies
Texas
$171K
JWA
227
JFS Wealth Advisors
Pennsylvania
$166K
PS
228
Principal Securities
Iowa
$161K
Comerica Bank
229
Comerica Bank
Texas
$149K
MYIA
230
Mount Yale Investment Advisors
Colorado
$144K
TPWA
231
Twin Peaks Wealth Advisors
California
$142K
RP
232
Raelipskie Partnership
Ontario, Canada
$121K
MPWT
233
MassMutual Private Wealth & Trust
Connecticut
$108K
AIC
234
Archer Investment Corporation
Indiana
$107K
Qube Research & Technologies (QRT)
235
Qube Research & Technologies (QRT)
United Kingdom
$105K
WWM
236
Wagner Wealth Management
South Carolina
$103K
RF
237
Rossby Financial
Florida
$102K
GWSG
238
GPS Wealth Strategies Group
Colorado
$100K
HDIM
239
Hanson & Doremus Investment Management
Vermont
$100K
OLVIG
240
Oliver Lagore Vanvalin Investment Group
Michigan
$80.2K
AAS
241
Ameritas Advisory Services
Nebraska
$55.5K
PNC Financial Services Group
242
PNC Financial Services Group
Pennsylvania
$54.7K
CAM
243
Clarity Asset Management
Iowa
$44.1K
NS
244
NBC Securities
Alabama
$44K
WCM
245
WealthTrak Capital Management
Virginia
$36.8K
EWM
246
Evolution Wealth Management
Florida
$32.2K
T
247
Transce3nd
Texas
$29.7K
CFO
248
CVA Family Office
Colorado
$28.4K
SAM
249
Smartleaf Asset Management
Massachusetts
$26.4K
GSWM
250
Golden State Wealth Management
California
$25.3K