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iShares ESG Advanced MSCI USA ETF
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Overview Fund Activity

259 hedge funds and large institutions have $927M 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, 137 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+17
Holders Change %
+7.02%
% of All Funds
3.47%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
34
Increased
59
Reduced
137
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$5.02M
2
DRP
Decker Retirement Planning
Utah
+$4.51M
3
HTC
Haverford Trust Company
Pennsylvania
+$1.84M
4
HHGA
Halbert Hargrove Global Advisors
California
+$1.66M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.32M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$77.9M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$22.6M
3
BlackRock
BlackRock
New York
-$13.2M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$11.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$7.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$4.95M -$143K -2,645 -3%
OL
27
Optas LLC
Texas
$4.6M +$51K +946 +1%
DRP
28
Decker Retirement Planning
Utah
$4.52M +$4.51M +83,548 +30,162%
AI
29
Accredited Investors
Minnesota
$4.24M -$216K -4,014 -5%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$4.08M +$219K +4,061 +6%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$3.99M -$80.2K -1,488 -2%
Osaic Holdings
32
Osaic Holdings
Arizona
$3.83M +$960K +18,916 +33%
Cerity Partners
33
Cerity Partners
New York
$3.81M -$750K -13,914 -16%
AM
34
Atwater Malick
Pennsylvania
$3.68M – – –
WCFA
35
Walkner Condon Financial Advisors
Wisconsin
$3.64M +$7.5K +139 +0.2%
Pathstone Holdings
36
Pathstone Holdings
New Jersey
$3.59M -$121K -2,235 -3%
IWC
37
Integrated Wealth Concepts
Massachusetts
$3.48M +$117K +2,178 +3%
GG
38
GenWealth Group
New Jersey
$3.41M +$58.7K +1,088 +2%
FA
39
Financial Advisors
Massachusetts
$3.21M +$1.16M +21,562 +57%
UCFA
40
United Capital Financial Advisors
Texas
$3.11M -$1.34M -24,884 -30%
HGWM
41
Horst & Graben Wealth Management
Oregon
$3.04M -$881K -16,337 -22%
AIA
42
Ally Invest Advisors
North Carolina
$2.92M +$425K +7,877 +17%
GM
43
GeoWealth Management
Illinois
$2.87M +$359K +6,660 +14%
EH
44
Equitable Holdings
New York
$2.66M -$1.1M -20,456 -29%
SHJ
45
Sharkey, Howes & Javer
Colorado
$2.63M -$1.05M -19,435 -28%
EFN
46
Equita Financial Network
Pennsylvania
$2.46M -$407K -7,547 -14%
SPIA
47
Steward Partners Investment Advisory
New York
$2.44M -$824K -15,270 -25%
OWM
48
Opes Wealth Management
California
$2.42M +$68K +1,260 +3%
BCI
49
Brinker Capital Investments
Pennsylvania
$2.32M -$232K -4,308 -9%
GAM
50
Gould Asset Management
California
$2.3M – – –
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