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iShares ESG Advanced MSCI USA ETF

259 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 21 funds opening new positions, 60 increasing their positions, 140 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 20

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5% less capital invested

Capital invested by funds: $939M → $893M (-$46M)

3% less funds holding

Funds holding: 266259 (-7)

3.21% less ownership

Funds ownership: 77.44%74.23% (-3.2%)

57% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 140

Holders
259
Holders Change
-7
Holders Change %
-2.63%
% of All Funds
3.4%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
21
Increased
60
Reduced
140
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$5.12M -$127K -2,281 -2%
Goldman Sachs
27
Goldman Sachs
New York
$4.98M -$456K -8,180 -9%
Bank of America
28
Bank of America
North Carolina
$4.95M -$1.66M -29,738 -26%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$4.63M +$3.94M +70,618 +698%
OWA
30
One Wealth Advisors
California
$4.53M -$939K -16,826 -18%
DRP
31
Decker Retirement Planning
Utah
$4.46M -$337K -6,041 -7%
AssetMark Inc
32
AssetMark Inc
California
$4.45M -$1.35M -24,283 -24%
AI
33
Accredited Investors
Minnesota
$4.29M -$205K -3,677 -5%
AM
34
Atwater Malick
Pennsylvania
$3.91M
Cerity Partners
35
Cerity Partners
New York
$3.89M -$154K -2,769 -4%
WCFA
36
Walkner Condon Financial Advisors
Wisconsin
$3.8M -$65.4K -1,173 -2%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$3.78M -$438K -7,858 -11%
GG
38
GenWealth Group
New Jersey
$3.68M +$52.4K +940 +1%
IWC
39
Integrated Wealth Concepts
Massachusetts
$3.63M -$75.6K -1,356 -2%
Pathstone Holdings
40
Pathstone Holdings
New Jersey
$3.61M -$205K -3,678 -6%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$3.55M -$765K -13,710 -18%
FA
42
Financial Advisors
Massachusetts
$3.41M +$725 +13 +0%
AIA
43
Ally Invest Advisors
North Carolina
$3.25M +$135K +2,429 +4%
CFS
44
CGC Financial Services
Oregon
$3.14M +$3.06M +54,813 New
SA
45
Sanctuary Advisors
Indiana
$2.86M -$147K -2,628 -5%
SW
46
SoFi Wealth
California
$2.69M +$719K +12,895 +38%
BCI
47
Brinker Capital Investments
Pennsylvania
$2.66M +$189K +3,385 +8%
GM
48
GeoWealth Management
Illinois
$2.61M -$424K -7,592 -14%
OWM
49
Opes Wealth Management
California
$2.58M +$11.7K +210 +0.5%
EFN
50
Equita Financial Network
Pennsylvania
$2.57M -$48.4K -867 -2%