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iShares ESG Advanced MSCI USA ETF

259 hedge funds and large institutions have $893M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 140 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 20

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5% less capital invested

Capital invested by funds: $939M → $893M (-$46M)

3% less funds holding

Funds holding: 266259 (-7)

3.21% less ownership

Funds ownership: 77.44%74.23% (-3.2%)

57% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 140

Holders
259
Holders Change
-7
Holders Change %
-2.63%
% of All Funds
3.4%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
21
Increased
60
Reduced
140
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
51
NewEdge Advisors
Louisiana
$2.55M +$770K +13,797 +45%
HFA
52
Highland Financial Advisors
New Jersey
$2.54M +$334K +5,984 +16%
Mirae Asset Global Investments
53
Mirae Asset Global Investments
South Korea
$2.52M +$2.45M +44,000 New
HGWM
54
Horst & Graben Wealth Management
Oregon
$2.48M -$735K -13,170 -23%
GAM
55
Gould Asset Management
California
$2.45M
SPIA
56
Steward Partners Investment Advisory
New York
$2.29M -$297K -5,317 -12%
EH
57
Equitable Holdings
New York
$2.26M -$550K -9,866 -20%
UCFA
58
United Capital Financial Advisors
Texas
$2.23M -$1.05M -18,781 -33%
Citadel Advisors
59
Citadel Advisors
Florida
$2.22M -$194K -3,469 -8%
SWP
60
Stratos Wealth Partners
Ohio
$2.21M +$97.5K +1,747 +5%
SHJ
61
Sharkey, Howes & Javer
Colorado
$2.18M -$598K -10,720 -22%
SA
62
Skyline Advisors
Washington
$2.05M +$24K +430 +1%
HTC
63
Haverford Trust Company
Pennsylvania
$1.97M +$13.5K +242 +0.7%
OL
64
Optas LLC
Texas
$1.95M -$2.85M -51,142 -60%
BPA
65
Beacon Pointe Advisors
California
$1.86M +$1.81M +32,375 New
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$1.8M +$120K +2,153 +7%
HHGA
67
Halbert Hargrove Global Advisors
California
$1.74M -$24.5K -439 -1%
PWM
68
Perigon Wealth Management
California
$1.73M +$41.7K +748 +3%
MWM
69
Modern Wealth Management
Kansas
$1.67M +$234K +4,198 +17%
SFP
70
Sandbox Financial Partners
Maryland
$1.67M +$562K +10,075 +53%
TWC
71
TD Waterhouse Canada
Ontario, Canada
$1.63M
KAS
72
Kestra Advisory Services
Texas
$1.61M -$65.6K -1,176 -4%
MFG
73
Magnus Financial Group
New York
$1.59M +$1.06K +19 +0.1%
Bank of New York Mellon
74
Bank of New York Mellon
New York
$1.57M -$38.3K -687 -2%
VWA
75
VERITY Wealth Advisors
United States
$1.49M