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iShares ESG Advanced MSCI USA ETF

259 hedge funds and large institutions have $893M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 140 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 20

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5% less capital invested

Capital invested by funds: $939M → $893M (-$46M)

3% less funds holding

Funds holding: 266259 (-7)

3.21% less ownership

Funds ownership: 77.44%74.23% (-3.2%)

57% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 140

Holders
259
Holders Change
-7
Holders Change %
-2.63%
% of All Funds
3.4%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
21
Increased
60
Reduced
140
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RF
226
Rossby Financial
Florida
$109K
HDIM
227
Hanson & Doremus Investment Management
Vermont
$102K -$4.07K -73 -4%
GWSG
228
GPS Wealth Strategies Group
Colorado
$101K -$4.96K -89 -5%
Qube Research & Technologies (QRT)
229
Qube Research & Technologies (QRT)
United Kingdom
$101K -$10.2K -182 -9%
AIC
230
Archer Investment Corporation
Indiana
$83.3K -$29.4K -527 -27%
RPC
231
Rossmore Private Capital
Connecticut
$80.4K +$78.3K +1,403 New
NS
232
NBC Securities
Alabama
$47.3K
CAM
233
Clarity Asset Management
Iowa
$46.9K +$112 +2 +0.2%
PNC Financial Services Group
234
PNC Financial Services Group
Pennsylvania
$42.8K -$14.9K -267 -26%
KHC
235
Koesten Hirschmann & Crabtree
Kansas
$39.5K +$19.9K +357 +108%
TFA
236
Transamerica Financial Advisors
Florida
$38.6K +$37.5K +673 New
NB
237
NBT Bank
New York
$37.9K +$3.18K +57 New
AAS
238
Ameritas Advisory Services
Nebraska
$37K -$21.5K -385 -37%
EWM
239
Evolution Wealth Management
Florida
$34.2K
CFD
240
Creative Financial Designs
Indiana
$30.8K -$171K -3,062 -85%
CFO
241
CVA Family Office
Colorado
$30.1K
SAM
242
Smartleaf Asset Management
Massachusetts
$28.1K
GSWM
243
Golden State Wealth Management
California
$26.9K
CPG
244
Cornerstone Planning Group
New Jersey
$22.3K +$56 +1 +0.3%
B
245
Birchbrook
Maine
$20.4K
IRC
246
Investors Research Corp
Georgia
$17.3K +$9.93K +178 +145%
WP
247
WealthShield Partners
North Carolina
$16.6K -$7.08K -127 -31%
KG
248
Kilter Group
New York
$15K -$3.96K -71 -21%
Bank of Montreal
249
Bank of Montreal
Ontario, Canada
$13.5K -$5.41K -97 -29%
MBFW
250
Morton Brown Family Wealth
Pennsylvania
$12.4K