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iShares ESG Advanced MSCI USA ETF

270 hedge funds and large institutions have $856M invested in iShares ESG Advanced MSCI USA ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 125 increasing their positions, 84 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 84

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

0.95% less ownership

Funds ownership: 75.41%74.45% (-0.95%)

3% less funds holding

Funds holding: 279270 (-9)

5% less capital invested

Capital invested by funds: $906M → $856M (-$49.6M)

Holders
270
Holders Change
-9
Holders Change %
-3.23%
% of All Funds
3.32%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
125
Reduced
84
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
251
Smartleaf Asset Management
Massachusetts
$26.2K
GSWM
252
Golden State Wealth Management
California
$25.9K
IA
253
IFP Advisors
Florida
$21.1K +$15.6K +269 +236%
WP
254
WealthShield Partners
North Carolina
$16.5K +$174 +3 +1%
CFD
255
Creative Financial Designs
Indiana
$15.6K -$1.45K -25 -8%
KG
256
Kilter Group
New York
$14.4K +$752 +13 +5%
KSB
257
Kennebec Savings Bank
Maine
$14.4K +$15K +260 New
CAM
258
Clarity Asset Management
Iowa
$13.4K -$33.4K -578 -70%
MBFW
259
Morton Brown Family Wealth
Pennsylvania
$11.9K
MG
260
Mather Group
Illinois
$11.5K +$12.1K +209 New
WWM
261
Wolff Wiese Magana
California
$8.83K
NFSG
262
Newbridge Financial Services Group
Florida
$7.18K
Bank of Montreal
263
Bank of Montreal
Ontario, Canada
$6.13K -$425K -7,348 -99%
MWA
264
Medallion Wealth Advisors
Connecticut
$5.91K
PA
265
Parallel Advisors
California
$5.91K
AWM
266
Abound Wealth Management
Tennessee
$2.76K
LFG
267
Larson Financial Group
Missouri
$2.59K
AEPWM
268
Atlantic Edge Private Wealth Management
Florida
$2.48K
KCM
269
Key Capital Management
Tennessee
$2.04K
RCM
270
Raleigh Capital Management
North Carolina
$1.27K +$1.33K +23 New
HHGA
271
Halbert Hargrove Global Advisors
California
$8 -$1.78M -30,757 Closed
Jane Street
272
Jane Street
New York
-$578K -10,033 Closed
Susquehanna International Group
273
Susquehanna International Group
Pennsylvania
-$504K -8,752 Closed
DIA
274
Dana Investment Advisors
Wisconsin
-$498K -8,652 Closed
Betterment LLC
275
Betterment LLC
New York
-$376K -6,537 Closed