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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
MG
251
Mather Group
Illinois
$10.3K +$9.98K +179 New
WWM
252
Wolff Wiese Magana
California
$7.74K +$2.85K +51 +61%
IA
253
IFP Advisors
Florida
$6.53K
MWA
254
Medallion Wealth Advisors
Connecticut
$6.13K
PA
255
Parallel Advisors
California
$6.13K
AWM
256
Abound Wealth Management
Tennessee
$2.87K +$2.79K +50 New
AEPWM
257
Atlantic Edge Private Wealth Management
Florida
$2.58K
Citigroup
258
Citigroup
New York
$57 -$414K -7,425 -100%
DL
259
DOHJ LLC
Washington
-$952K -21,231 Closed
AA
260
Armis Advisers
Georgia
-$455K -8,442 Closed
OMC
261
Old Mission Capital
Illinois
-$400K -7,426 Closed
HF
262
HRT Financial
New York
-$307K -5,707 Closed
First Trust Advisors
263
First Trust Advisors
Illinois
-$281K -5,216 Closed
WI
264
WrapManager Inc
California
-$265K -4,920 Closed
HH
265
Hilltop Holdings
Texas
-$247K -4,584 Closed
MIM
266
Macroview Investment Management
Maryland
-$242K -4,485 Closed
WS
267
Wedbush Securities
California
-$230K -4,270 Closed
GWP
268
Gateway Wealth Partners
Wisconsin
-$228K -4,220 Closed
BDF
269
Black Diamond Financial
Maryland
-$218K -4,049 Closed
TWCA
270
Two West Capital Advisors
Kansas
-$216K -3,870 Closed
EWA
271
Emergent Wealth Advisors
New York
-$205K -3,799 Closed
MYIA
272
Mount Yale Investment Advisors
Colorado
-$144K -2,670 Closed
TPWA
273
Twin Peaks Wealth Advisors
California
-$142K -2,523 Closed
MPWT
274
MassMutual Private Wealth & Trust
Connecticut
-$108K -2,007 Closed
WCM
275
WealthTrak Capital Management
Virginia
-$36.8K -683 Closed