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iShares ESG Advanced MSCI USA ETF

270 hedge funds and large institutions have $856M invested in iShares ESG Advanced MSCI USA ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 125 increasing their positions, 84 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 84

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

0.95% less ownership

Funds ownership: 75.41%74.45% (-0.95%)

3% less funds holding

Funds holding: 279270 (-9)

5% less capital invested

Capital invested by funds: $906M → $856M (-$49.6M)

Holders
270
Holders Change
-9
Holders Change %
-3.23%
% of All Funds
3.32%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
125
Reduced
84
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HGWM
51
Horst & Graben Wealth Management
Oregon
$2.72M -$50.2K -868 -2%
HFA
52
Highland Financial Advisors
New Jersey
$2.66M +$298K +5,152 +12%
IWA
53
Invera Wealth Advisors
Oregon
$2.64M -$2.77M -47,883 -50%
CA
54
Clearstead Advisors
Ohio
$2.53M +$2.65M +45,746 New
OWM
55
Opes Wealth Management
California
$2.5M
BCI
56
Brinker Capital Investments
Pennsylvania
$2.47M -$327K -5,652 -11%
EH
57
Equitable Holdings
New York
$2.37M -$25.5K -440 -1%
GAM
58
Gould Asset Management
California
$2.35M +$91.4K +1,580 +4%
UCFA
59
United Capital Financial Advisors
Texas
$2.27M -$12K -207 -0.5%
EFN
60
Equita Financial Network
Pennsylvania
$2.25M -$110K -1,899 -4%
Bank of New York Mellon
61
Bank of New York Mellon
New York
$2.15M +$338K +5,834 +18%
SHJ
62
Sharkey, Howes & Javer
Colorado
$2.14M -$13.8K -239 -0.6%
P
63
&Partners
Tennessee
$2.12M +$843K +14,565 +61%
SWP
64
Stratos Wealth Partners
Ohio
$2.1M -$69.1K -1,195 -3%
SA
65
Skyline Advisors
Washington
$2.08M +$155K +2,674 +8%
MFG
66
Merit Financial Group
Georgia
$2.03M +$681K +11,776 +47%
AF
67
Amara Financial
California
$1.97M +$530K +9,160 +35%
PWM
68
Perigon Wealth Management
California
$1.97M +$181K +3,133 +10%
SPIA
69
Steward Partners Investment Advisory
New York
$1.97M -$166K -2,869 -7%
VAF
70
Values Added Financial
District of Columbia
$1.93M +$422K +7,293 +26%
HTC
71
Haverford Trust Company
Pennsylvania
$1.9M +$868 +15 +0%
KAS
72
Kestra Advisory Services
Texas
$1.83M +$238K +4,121 +14%
DWA
73
Davis Wealth Advisors
New Hampshire
$1.8M +$15.7K +271 +0.8%
SWGC
74
Summit Wealth Group (Colorado)
Colorado
$1.71M +$10.2K +176 +0.6%
SWM
75
SigFig Wealth Management
California
$1.63M -$37.1M -640,667 -96%