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iShares ESG Advanced MSCI USA ETF

256 hedge funds and large institutions have $893M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 58 increasing their positions, 139 reducing their positions, and 20 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:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

3.14% less ownership

Funds ownership: 77.35%74.21% (-3.1%)

58% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 139

Holders
256
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

Top Sellers

1 -$59.2M
2 -$14M
3 -$9.1M
4
ST
Spinnaker Trust
Maine
-$6.87M
5
PAS
Park Avenue Securities
New York
-$5.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$5.12M
Goldman Sachs
27
Goldman Sachs
New York
$4.98M
Bank of America
28
Bank of America
North Carolina
$4.95M
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$4.63M
OWA
30
One Wealth Advisors
California
$4.53M
DRP
31
Decker Retirement Planning
Utah
$4.46M
AssetMark Inc
32
AssetMark Inc
California
$4.45M
AI
33
Accredited Investors
Minnesota
$4.29M
AM
34
Atwater Malick
Pennsylvania
$3.91M
Cerity Partners
35
Cerity Partners
New York
$3.89M
WCFA
36
Walkner Condon Financial Advisors
Wisconsin
$3.8M
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$3.78M
GG
38
GenWealth Group
New Jersey
$3.68M
IWC
39
Integrated Wealth Concepts
Massachusetts
$3.63M
Pathstone Holdings
40
Pathstone Holdings
New Jersey
$3.61M
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$3.55M
FA
42
Financial Advisors
Massachusetts
$3.41M
AIA
43
Ally Invest Advisors
North Carolina
$3.25M
CFS
44
CGC Financial Services
Oregon
$3.14M
SA
45
Sanctuary Advisors
Indiana
$2.86M
SW
46
SoFi Wealth
California
$2.69M
BCI
47
Brinker Capital Investments
Pennsylvania
$2.66M
GM
48
GeoWealth Management
Illinois
$2.61M
OWM
49
Opes Wealth Management
California
$2.58M
EFN
50
Equita Financial Network
Pennsylvania
$2.57M