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iShares ESG Advanced MSCI USA ETF

253 hedge funds and large institutions have $873M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 138 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 funds holding

Funds holding:

less ownership

Funds ownership:

7% less capital invested

Capital invested by funds: $935M → $873M (-$62.2M)

59% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 138

Holders
253
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
Goldman Sachs
26
Goldman Sachs
New York
$4.98M
Bank of America
27
Bank of America
North Carolina
$4.95M
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$4.63M
OWA
29
One Wealth Advisors
California
$4.53M
DRP
30
Decker Retirement Planning
Utah
$4.46M
AssetMark Inc
31
AssetMark Inc
California
$4.45M
AI
32
Accredited Investors
Minnesota
$4.29M
AM
33
Atwater Malick
Pennsylvania
$3.91M
Cerity Partners
34
Cerity Partners
New York
$3.89M
WCFA
35
Walkner Condon Financial Advisors
Wisconsin
$3.8M
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$3.78M
GG
37
GenWealth Group
New Jersey
$3.68M
IWC
38
Integrated Wealth Concepts
Massachusetts
$3.63M
Pathstone Holdings
39
Pathstone Holdings
New Jersey
$3.61M
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$3.55M
FA
41
Financial Advisors
Massachusetts
$3.41M
AIA
42
Ally Invest Advisors
North Carolina
$3.25M
CFS
43
CGC Financial Services
Oregon
$3.14M
SW
44
SoFi Wealth
California
$2.69M
BCI
45
Brinker Capital Investments
Pennsylvania
$2.66M
GM
46
GeoWealth Management
Illinois
$2.61M
OWM
47
Opes Wealth Management
California
$2.58M
EFN
48
Equita Financial Network
Pennsylvania
$2.57M
NA
49
NewEdge Advisors
Louisiana
$2.55M
HFA
50
Highland Financial Advisors
New Jersey
$2.54M