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iShares ESG Advanced MSCI USA ETF

262 hedge funds and large institutions have $935M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 59 increasing their positions, 139 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 in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more ownership

Funds ownership:

2% less capital invested

Capital invested by funds: $955M → $935M (-$20M)

58% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 139

Holders
262
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
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
51
Gould Asset Management
California
$2.3M
Citadel Advisors
52
Citadel Advisors
Florida
$2.27M
HighTower Advisors
53
HighTower Advisors
Illinois
$2.07M
HFA
54
Highland Financial Advisors
New Jersey
$2.07M
SWP
55
Stratos Wealth Partners
Ohio
$1.98M
SA
56
Skyline Advisors
Washington
$1.91M
AAS
57
Avantax Advisory Services
Texas
$1.89M
HTC
58
Haverford Trust Company
Pennsylvania
$1.84M
SW
59
SoFi Wealth
California
$1.83M
HHGA
60
Halbert Hargrove Global Advisors
California
$1.66M
NA
61
NewEdge Advisors
Louisiana
$1.66M
EFG
62
Elios Financial Group
Ohio
$1.62M
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$1.59M
PWM
64
Perigon Wealth Management
California
$1.59M
KAS
65
Kestra Advisory Services
Texas
$1.58M
TWC
66
TD Waterhouse Canada
Ontario, Canada
$1.53M
Bank of New York Mellon
67
Bank of New York Mellon
New York
$1.52M
FTUS
68
Flow Traders U.S.
New York
$1.5M
MFG
69
Magnus Financial Group
New York
$1.5M
ISFAN
70
Investor's Fiduciary Advisor Network
Washington
$1.49M
VWA
71
VERITY Wealth Advisors
United States
$1.4M
Raymond James Financial
72
Raymond James Financial
Florida
$1.35M
MWM
73
Modern Wealth Management
Kansas
$1.35M
APW
74
Austin Private Wealth
Texas
$1.34M
MOS
75
MGO One Seven
Ohio
$1.34M