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iShares ESG Advanced MSCI USA ETF

260 hedge funds and large institutions have $928M 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, 138 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

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

3% less capital invested

Capital invested by funds: $955M → $928M (-$27.2M)

57% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 138

Holders
260
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
MYIA
226
Mount Yale Investment Advisors
Colorado
$144K
TPWA
227
Twin Peaks Wealth Advisors
California
$142K
RP
228
Raelipskie Partnership
Ontario, Canada
$121K
MPWT
229
MassMutual Private Wealth & Trust
Connecticut
$108K
AIC
230
Archer Investment Corporation
Indiana
$107K
Qube Research & Technologies (QRT)
231
Qube Research & Technologies (QRT)
United Kingdom
$105K
WWM
232
Wagner Wealth Management
South Carolina
$103K
RF
233
Rossby Financial
Florida
$102K
GWSG
234
GPS Wealth Strategies Group
Colorado
$100K
HDIM
235
Hanson & Doremus Investment Management
Vermont
$100K
OLVIG
236
Oliver Lagore Vanvalin Investment Group
Michigan
$80.2K
AAS
237
Ameritas Advisory Services
Nebraska
$55.5K
PNC Financial Services Group
238
PNC Financial Services Group
Pennsylvania
$54.7K
CAM
239
Clarity Asset Management
Iowa
$44.1K
NS
240
NBC Securities
Alabama
$44K
WCM
241
WealthTrak Capital Management
Virginia
$36.8K
EWM
242
Evolution Wealth Management
Florida
$32.2K
T
243
Transce3nd
Texas
$29.7K
CFO
244
CVA Family Office
Colorado
$28.4K
SAM
245
Smartleaf Asset Management
Massachusetts
$26.4K
GSWM
246
Golden State Wealth Management
California
$25.3K
WP
247
WealthShield Partners
North Carolina
$22.4K
AG
248
AmeriFlex Group
Nevada
$21.2K
CPG
249
Cornerstone Planning Group
New Jersey
$20.9K
B
250
Birchbrook
Maine
$19.2K