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iShares ESG Advanced MSCI USA ETF

262 hedge funds and large institutions have $935M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 59 increasing their positions, 139 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 in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more ownership

Funds ownership:

2% less capital invested

Capital invested by funds: $955M → $935M (-$20M)

58% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 139

Holders
262
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
Goldman Sachs
26
Goldman Sachs
New York
$5.12M
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$4.95M
OL
28
Optas LLC
Texas
$4.6M
Osaic Holdings
29
Osaic Holdings
Arizona
$4.54M
DRP
30
Decker Retirement Planning
Utah
$4.52M
AI
31
Accredited Investors
Minnesota
$4.24M
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$4.08M
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$3.98M
Cerity Partners
34
Cerity Partners
New York
$3.81M
AM
35
Atwater Malick
Pennsylvania
$3.68M
WCFA
36
Walkner Condon Financial Advisors
Wisconsin
$3.64M
Pathstone Holdings
37
Pathstone Holdings
New Jersey
$3.59M
IWC
38
Integrated Wealth Concepts
Massachusetts
$3.48M
GG
39
GenWealth Group
New Jersey
$3.41M
FA
40
Financial Advisors
Massachusetts
$3.21M
UCFA
41
United Capital Financial Advisors
Texas
$3.11M
HGWM
42
Horst & Graben Wealth Management
Oregon
$3.04M
AIA
43
Ally Invest Advisors
North Carolina
$2.92M
GM
44
GeoWealth Management
Illinois
$2.87M
EH
45
Equitable Holdings
New York
$2.66M
SHJ
46
Sharkey, Howes & Javer
Colorado
$2.63M
EFN
47
Equita Financial Network
Pennsylvania
$2.46M
SPIA
48
Steward Partners Investment Advisory
New York
$2.44M
OWM
49
Opes Wealth Management
California
$2.42M
BCI
50
Brinker Capital Investments
Pennsylvania
$2.32M