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iShares ESG Advanced MSCI USA ETF

253 hedge funds and large institutions have $873M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 138 reducing their positions, and 20 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:

less funds holding

Funds holding:

less ownership

Funds ownership:

7% less capital invested

Capital invested by funds: $935M → $873M (-$62.2M)

59% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 138

Holders
253
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

Top Sellers

1 -$59.2M
2 -$14M
3 -$9.1M
4
ST
Spinnaker Trust
Maine
-$6.87M
5
PAS
Park Avenue Securities
New York
-$5.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global Investments
51
Mirae Asset Global Investments
South Korea
$2.52M
HGWM
52
Horst & Graben Wealth Management
Oregon
$2.48M
GAM
53
Gould Asset Management
California
$2.45M
SPIA
54
Steward Partners Investment Advisory
New York
$2.29M
EH
55
Equitable Holdings
New York
$2.26M
UCFA
56
United Capital Financial Advisors
Texas
$2.23M
Citadel Advisors
57
Citadel Advisors
Florida
$2.22M
SWP
58
Stratos Wealth Partners
Ohio
$2.21M
SHJ
59
Sharkey, Howes & Javer
Colorado
$2.18M
SA
60
Skyline Advisors
Washington
$2.05M
HTC
61
Haverford Trust Company
Pennsylvania
$1.97M
OL
62
Optas LLC
Texas
$1.95M
BPA
63
Beacon Pointe Advisors
California
$1.86M
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$1.8M
HHGA
65
Halbert Hargrove Global Advisors
California
$1.74M
PWM
66
Perigon Wealth Management
California
$1.73M
MWM
67
Modern Wealth Management
Kansas
$1.67M
SFP
68
Sandbox Financial Partners
Maryland
$1.67M
TWC
69
TD Waterhouse Canada
Ontario, Canada
$1.63M
KAS
70
Kestra Advisory Services
Texas
$1.61M
MFG
71
Magnus Financial Group
New York
$1.59M
Bank of New York Mellon
72
Bank of New York Mellon
New York
$1.57M
VWA
73
VERITY Wealth Advisors
United States
$1.49M
RIG
74
Ramiah Investment Group
Wisconsin
$1.44M
MCM
75
MAI Capital Management
Ohio
$1.42M