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iShares ESG Advanced MSCI USA ETF

270 hedge funds and large institutions have $856M invested in iShares ESG Advanced MSCI USA ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 125 increasing their positions, 84 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
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
HGWM
51
Horst & Graben Wealth Management
Oregon
$2.72M
HFA
52
Highland Financial Advisors
New Jersey
$2.66M
IWA
53
Invera Wealth Advisors
Oregon
$2.64M
CA
54
Clearstead Advisors
Ohio
$2.53M
OWM
55
Opes Wealth Management
California
$2.5M
BCI
56
Brinker Capital Investments
Pennsylvania
$2.47M
EH
57
Equitable Holdings
New York
$2.37M
GAM
58
Gould Asset Management
California
$2.35M
UCFA
59
United Capital Financial Advisors
Texas
$2.27M
EFN
60
Equita Financial Network
Pennsylvania
$2.25M
Bank of New York Mellon
61
Bank of New York Mellon
New York
$2.15M
SHJ
62
Sharkey, Howes & Javer
Colorado
$2.14M
P
63
&Partners
Tennessee
$2.12M
SWP
64
Stratos Wealth Partners
Ohio
$2.1M
SA
65
Skyline Advisors
Washington
$2.08M
MFG
66
Merit Financial Group
Georgia
$2.03M
AF
67
Amara Financial
California
$1.97M
PWM
68
Perigon Wealth Management
California
$1.97M
SPIA
69
Steward Partners Investment Advisory
New York
$1.97M
VAF
70
Values Added Financial
District of Columbia
$1.93M
HTC
71
Haverford Trust Company
Pennsylvania
$1.9M
KAS
72
Kestra Advisory Services
Texas
$1.83M
DWA
73
Davis Wealth Advisors
New Hampshire
$1.8M
SWGC
74
Summit Wealth Group (Colorado)
Colorado
$1.71M
SWM
75
SigFig Wealth Management
California
$1.63M