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iShares ESG Advanced MSCI USA ETF

274 hedge funds and large institutions have $904M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 119 increasing their positions, 88 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
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
HFA
51
Highland Financial Advisors
New Jersey
$2.48M
EFN
52
Equita Financial Network
Pennsylvania
$2.45M
EH
53
Equitable Holdings
New York
$2.4M
UCFA
54
United Capital Financial Advisors
Texas
$2.38M
GAM
55
Gould Asset Management
California
$2.36M
SWP
56
Stratos Wealth Partners
Ohio
$2.26M
SHJ
57
Sharkey, Howes & Javer
Colorado
$2.24M
SPIA
58
Steward Partners Investment Advisory
New York
$2.22M
MWM
59
Modern Wealth Management
Kansas
$2.05M
SA
60
Skyline Advisors
Washington
$2.01M
BPA
61
Beacon Pointe Advisors
California
$2.01M
HTC
62
Haverford Trust Company
Pennsylvania
$1.98M
OL
63
Optas LLC
Texas
$1.94M
Bank of New York Mellon
64
Bank of New York Mellon
New York
$1.91M
PWM
65
Perigon Wealth Management
California
$1.87M
DWA
66
Davis Wealth Advisors
New Hampshire
$1.86M
SWGC
67
Summit Wealth Group (Colorado)
Colorado
$1.78M
HHGA
68
Halbert Hargrove Global Advisors
California
$1.77M
KAS
69
Kestra Advisory Services
Texas
$1.67M
TWC
70
TD Waterhouse Canada
Ontario, Canada
$1.64M
MFG
71
Magnus Financial Group
New York
$1.6M
VAF
72
Values Added Financial
District of Columbia
$1.59M
GWMR
73
GC Wealth Management RIA
Massachusetts
$1.56M
AF
74
Amara Financial
California
$1.53M
VWA
75
VERITY Wealth Advisors
United States
$1.5M