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iShares ESG Advanced MSCI USA ETF

264 hedge funds and large institutions have $938M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 59 increasing their positions, 140 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: $958M → $938M (-$20.1M)

58% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 140

Holders
264
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
BCI
51
Brinker Capital Investments
Pennsylvania
$2.32M
GAM
52
Gould Asset Management
California
$2.3M
Citadel Advisors
53
Citadel Advisors
Florida
$2.27M
HighTower Advisors
54
HighTower Advisors
Illinois
$2.07M
HFA
55
Highland Financial Advisors
New Jersey
$2.07M
SWP
56
Stratos Wealth Partners
Ohio
$1.98M
SA
57
Skyline Advisors
Washington
$1.91M
AAS
58
Avantax Advisory Services
Texas
$1.89M
HTC
59
Haverford Trust Company
Pennsylvania
$1.84M
SW
60
SoFi Wealth
California
$1.83M
HHGA
61
Halbert Hargrove Global Advisors
California
$1.66M
NA
62
NewEdge Advisors
Louisiana
$1.66M
EFG
63
Elios Financial Group
Ohio
$1.62M
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$1.59M
PWM
65
Perigon Wealth Management
California
$1.59M
KAS
66
Kestra Advisory Services
Texas
$1.58M
TWC
67
TD Waterhouse Canada
Ontario, Canada
$1.53M
Bank of New York Mellon
68
Bank of New York Mellon
New York
$1.52M
FTUS
69
Flow Traders U.S.
New York
$1.5M
MFG
70
Magnus Financial Group
New York
$1.5M
ISFAN
71
Investor's Fiduciary Advisor Network
Washington
$1.49M
VWA
72
VERITY Wealth Advisors
United States
$1.4M
Raymond James Financial
73
Raymond James Financial
Florida
$1.35M
MWM
74
Modern Wealth Management
Kansas
$1.35M
APW
75
Austin Private Wealth
Texas
$1.34M