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iShares ESG Advanced MSCI USA ETF

244 hedge funds and large institutions have $958M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 129 increasing their positions, 68 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 68

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.91% less ownership

Funds ownership: 77.89%76.98% (-0.91%)

2% less funds holding

Funds holding: 248244 (-4)

5% less capital invested

Capital invested by funds: $1.01B → $958M (-$50.7M)

Holders
244
Holders Change
-4
Holders Change %
-1.61%
% of All Funds
3.27%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
129
Reduced
68
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GM
51
GeoWealth Management
Illinois
$2.17M +$1.4M +28,172 +154%
AIA
52
Ally Invest Advisors
North Carolina
$2.16M +$243K +4,884 +12%
ISFAN
53
Investor's Fiduciary Advisor Network
Washington
$2.16M +$150K +3,022 +7%
PWM
54
Perigon Wealth Management
California
$2.04M +$337K +6,778 +18%
OWM
55
Opes Wealth Management
California
$2.03M +$176K +3,551 +9%
GAM
56
Gould Asset Management
California
$1.99M
HighTower Advisors
57
HighTower Advisors
Illinois
$1.82M +$469K +9,435 +32%
AAS
58
Avantax Advisory Services
Texas
$1.81M +$200K +4,027 +12%
SWP
59
Stratos Wealth Partners
Ohio
$1.78M -$170K -3,420 -8%
FA
60
Financial Advisors
Massachusetts
$1.77M +$2.38K +48 +0.1%
Bank of New York Mellon
61
Bank of New York Mellon
New York
$1.77M +$106K +2,142 +6%
DL
62
DOHJ LLC
Washington
$1.73M -$134K -2,703 -7%
EFG
63
Elios Financial Group
Ohio
$1.69M +$18.2K +367 +1%
NA
64
NewEdge Advisors
Louisiana
$1.66M +$1.35M +27,147 +324%
SA
65
Skyline Advisors
Washington
$1.62M +$171K +3,443 +11%
HFA
66
Highland Financial Advisors
New Jersey
$1.51M +$1.12M +22,588 +230%
APW
67
Austin Private Wealth
Texas
$1.45M -$8.69K -175 -0.6%
KAS
68
Kestra Advisory Services
Texas
$1.43M -$33.3K -671 -2%
MOS
69
MGO One Seven
Ohio
$1.42M -$39.8K -802 -3%
RA
70
RFG Advisory
Alabama
$1.38M +$257K +5,172 +21%
TWC
71
TD Waterhouse Canada
Ontario, Canada
$1.33M
MFG
72
Magnus Financial Group
New York
$1.3M +$27.2K +548 +2%
Raymond James Financial
73
Raymond James Financial
Florida
$1.3M +$342K +6,880 +33%
RIA
74
Regal Investment Advisors
Michigan
$1.29M +$109K +2,198 +9%
TC
75
TownSquare Capital
Utah
$1.27M -$174K -3,512 -11%