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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
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$4.95M
OL
27
Optas LLC
Texas
$4.6M
DRP
28
Decker Retirement Planning
Utah
$4.52M
AI
29
Accredited Investors
Minnesota
$4.24M
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$4.08M
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$3.98M
Osaic Holdings
32
Osaic Holdings
Arizona
$3.83M
Cerity Partners
33
Cerity Partners
New York
$3.81M
AM
34
Atwater Malick
Pennsylvania
$3.68M
WCFA
35
Walkner Condon Financial Advisors
Wisconsin
$3.64M
Pathstone Holdings
36
Pathstone Holdings
New Jersey
$3.59M
IWC
37
Integrated Wealth Concepts
Massachusetts
$3.48M
GG
38
GenWealth Group
New Jersey
$3.41M
FA
39
Financial Advisors
Massachusetts
$3.21M
UCFA
40
United Capital Financial Advisors
Texas
$3.11M
HGWM
41
Horst & Graben Wealth Management
Oregon
$3.04M
AIA
42
Ally Invest Advisors
North Carolina
$2.92M
GM
43
GeoWealth Management
Illinois
$2.87M
EH
44
Equitable Holdings
New York
$2.66M
SHJ
45
Sharkey, Howes & Javer
Colorado
$2.63M
EFN
46
Equita Financial Network
Pennsylvania
$2.46M
SPIA
47
Steward Partners Investment Advisory
New York
$2.44M
OWM
48
Opes Wealth Management
California
$2.42M
BCI
49
Brinker Capital Investments
Pennsylvania
$2.32M
GAM
50
Gould Asset Management
California
$2.3M