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iShares ESG Advanced MSCI USA ETF

244 hedge funds and large institutions have $958M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 129 increasing their positions, 68 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 68

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.91% less ownership

Funds ownership: 77.89%76.98% (-0.91%)

2% less funds holding

Funds holding: 248244 (-4)

5% less capital invested

Capital invested by funds: $1.01B → $958M (-$50.7M)

Holders
244
Holders Change
-4
Holders Change %
-1.61%
% of All Funds
3.27%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
129
Reduced
68
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCG
26
Regatta Capital Group
California
$4.86M +$663K +13,341 +15%
Bank of America
27
Bank of America
North Carolina
$4.52M +$72K +1,450 +2%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$4.4M +$193K +3,881 +4%
Cerity Partners
29
Cerity Partners
New York
$3.94M -$625K -12,579 -13%
OL
30
Optas LLC
Texas
$3.93M +$92.3K +1,858 +2%
AI
31
Accredited Investors
Minnesota
$3.86M +$243K +4,886 +6%
UCFA
32
United Capital Financial Advisors
Texas
$3.86M -$305K -6,136 -7%
Citadel Advisors
33
Citadel Advisors
Florida
$3.57M +$3.8M +76,501 New
Goldman Sachs
34
Goldman Sachs
New York
$3.55M -$185K -3,720 -5%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$3.52M -$82.8K -1,668 -2%
HGWM
36
Horst & Graben Wealth Management
Oregon
$3.39M -$121K -2,432 -3%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$3.34M -$33.7K -678 -0.9%
EH
38
Equitable Holdings
New York
$3.25M +$122K +2,457 +4%
Pathstone Holdings
39
Pathstone Holdings
New Jersey
$3.21M +$5.61K +113 +0.2%
SHJ
40
Sharkey, Howes & Javer
Colorado
$3.18M +$41.9K +844 +1%
AM
41
Atwater Malick
Pennsylvania
$3.18M
WCFA
42
Walkner Condon Financial Advisors
Wisconsin
$3.14M -$201K -4,053 -6%
SA
43
Sanctuary Advisors
Indiana
$3.11M +$165K +3,332 +5%
IWC
44
Integrated Wealth Concepts
Massachusetts
$2.91M +$151K +3,049 +5%
GG
45
GenWealth Group
New Jersey
$2.9M -$15.4K -311 -0.5%
SPIA
46
Steward Partners Investment Advisory
New York
$2.83M +$90.8K +1,828 +3%
Osaic Holdings
47
Osaic Holdings
Arizona
$2.64M -$841K -16,943 -23%
EFN
48
Equita Financial Network
Pennsylvania
$2.48M +$205K +4,125 +8%
BCI
49
Brinker Capital Investments
Pennsylvania
$2.21M +$2.35M +47,352 New
OPS
50
Orion Portfolio Solutions
Nebraska
$2.21M +$2.35M +47,352 New