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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
Pathstone Holdings
26
Pathstone Holdings
New Jersey
$5.19M +$1.87M +32,258 +52%
DRP
27
Decker Retirement Planning
Utah
$5.16M +$589K +10,182 +12%
AIM
28
Archer Investment Management
Texas
$4.74M +$4.51M +77,874 +977%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$4.46M -$117K -2,022 -2%
AssetMark Inc
30
AssetMark Inc
California
$4.35M +$70.8K +1,224 +2%
Mirae Asset Global Investments
31
Mirae Asset Global Investments
South Korea
$4.27M -$735K -12,700 -14%
SW
32
SoFi Wealth
California
$4.06M +$846K +14,616 +25%
OWA
33
One Wealth Advisors
California
$3.99M -$137K -2,360 -3%
AFC
34
Avise Financial Cooperative
California
$3.94M +$341K +5,893 +9%
AI
35
Accredited Investors
Minnesota
$3.9M -$84K -1,452 -2%
WCFA
36
Walkner Condon Financial Advisors
Wisconsin
$3.83M +$51.9K +897 +1%
AM
37
Atwater Malick
Pennsylvania
$3.77M
Osaic Holdings
38
Osaic Holdings
Arizona
$3.72M -$87.7K -1,516 -2%
Goldman Sachs
39
Goldman Sachs
New York
$3.67M -$725K -12,530 -16%
GG
40
GenWealth Group
New Jersey
$3.59M +$81.6K +1,411 +2%
IWC
41
Integrated Wealth Concepts
Massachusetts
$3.47M +$2.32M +40,129 +177%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$3.28M -$76.8K -1,327 -2%
OL
43
Optas LLC
Texas
$3.22M +$1.42M +24,486 +72%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$3.18M +$240K +4,150 +8%
MWM
45
Modern Wealth Management
Kansas
$3.1M +$1.17M +20,185 +57%
NA
46
NewEdge Advisors
Louisiana
$3.08M +$511K +8,833 +19%
SA
47
Sanctuary Advisors
Indiana
$2.96M +$56.6K +979 +2%
CFS
48
CGC Financial Services
Oregon
$2.94M -$153K -2,643 -5%
AIA
49
Ally Invest Advisors
North Carolina
$2.85M +$27.2K +470 +0.9%
GM
50
GeoWealth Management
Illinois
$2.79M +$51.8K +896 +2%