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iShares ESG Advanced MSCI USA ETF

260 hedge funds and large institutions have $928M 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, 138 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

3% less capital invested

Capital invested by funds: $955M → $928M (-$27.2M)

57% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 138

Holders
260
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$2.27M
HighTower Advisors
52
HighTower Advisors
Illinois
$2.07M
HFA
53
Highland Financial Advisors
New Jersey
$2.07M
SWP
54
Stratos Wealth Partners
Ohio
$1.98M
SA
55
Skyline Advisors
Washington
$1.91M
AAS
56
Avantax Advisory Services
Texas
$1.89M
HTC
57
Haverford Trust Company
Pennsylvania
$1.84M
SW
58
SoFi Wealth
California
$1.83M
HHGA
59
Halbert Hargrove Global Advisors
California
$1.66M
NA
60
NewEdge Advisors
Louisiana
$1.66M
EFG
61
Elios Financial Group
Ohio
$1.62M
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$1.59M
PWM
63
Perigon Wealth Management
California
$1.59M
KAS
64
Kestra Advisory Services
Texas
$1.58M
TWC
65
TD Waterhouse Canada
Ontario, Canada
$1.53M
Bank of New York Mellon
66
Bank of New York Mellon
New York
$1.52M
FTUS
67
Flow Traders U.S.
New York
$1.5M
MFG
68
Magnus Financial Group
New York
$1.5M
ISFAN
69
Investor's Fiduciary Advisor Network
Washington
$1.49M
VWA
70
VERITY Wealth Advisors
United States
$1.4M
Raymond James Financial
71
Raymond James Financial
Florida
$1.35M
APW
72
Austin Private Wealth
Texas
$1.34M
MOS
73
MGO One Seven
Ohio
$1.34M
AF
74
Amara Financial
California
$1.33M
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$1.32M