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iShares ESG Advanced MSCI USA ETF

256 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 22 funds opening new positions, 59 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 capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

3.06% less ownership

Funds ownership: 77.35%74.29% (-3.1%)

57% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 138

Holders
256
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
NA
51
NewEdge Advisors
Louisiana
$2.55M
HFA
52
Highland Financial Advisors
New Jersey
$2.54M
Mirae Asset Global Investments
53
Mirae Asset Global Investments
South Korea
$2.52M
HGWM
54
Horst & Graben Wealth Management
Oregon
$2.48M
GAM
55
Gould Asset Management
California
$2.45M
SPIA
56
Steward Partners Investment Advisory
New York
$2.29M
EH
57
Equitable Holdings
New York
$2.26M
UCFA
58
United Capital Financial Advisors
Texas
$2.23M
Citadel Advisors
59
Citadel Advisors
Florida
$2.22M
SWP
60
Stratos Wealth Partners
Ohio
$2.21M
SHJ
61
Sharkey, Howes & Javer
Colorado
$2.18M
SA
62
Skyline Advisors
Washington
$2.05M
HTC
63
Haverford Trust Company
Pennsylvania
$1.97M
OL
64
Optas LLC
Texas
$1.95M
BPA
65
Beacon Pointe Advisors
California
$1.86M
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$1.8M
HHGA
67
Halbert Hargrove Global Advisors
California
$1.74M
PWM
68
Perigon Wealth Management
California
$1.73M
MWM
69
Modern Wealth Management
Kansas
$1.67M
SFP
70
Sandbox Financial Partners
Maryland
$1.67M
TWC
71
TD Waterhouse Canada
Ontario, Canada
$1.63M
KAS
72
Kestra Advisory Services
Texas
$1.61M
MFG
73
Magnus Financial Group
New York
$1.59M
Bank of New York Mellon
74
Bank of New York Mellon
New York
$1.57M
VWA
75
VERITY Wealth Advisors
United States
$1.49M