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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

49% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 84

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

0.95% less ownership

Funds ownership: 75.41%74.45% (-0.95%)

3% less funds holding

Funds holding: 279270 (-9)

5% less capital invested

Capital invested by funds: $906M → $856M (-$49.6M)

Holders
270
Holders Change
-9
Holders Change %
-3.23%
% of All Funds
3.32%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
125
Reduced
84
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWMR
76
GC Wealth Management RIA
Massachusetts
$1.63M +$138K +2,392 +9%
Ameriprise
77
Ameriprise
Minnesota
$1.61M +$517K +8,938 +44%
TWC
78
TD Waterhouse Canada
Ontario, Canada
$1.58M
MCM
79
MAI Capital Management
Ohio
$1.47M +$95.6K +1,652 +7%
MFG
80
Magnus Financial Group
New York
$1.46M -$76.5K -1,322 -5%
VWA
81
VERITY Wealth Advisors
United States
$1.45M +$11.9K +205 +0.8%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$1.42M +$254K +4,396 +21%
FFA
83
Farther Finance Advisors
California
$1.33M +$79.9K +1,381 +6%
DT
84
Diversified Trust
Tennessee
$1.25M +$4.63K +80 +0.4%
RWM
85
RKL Wealth Management
Pennsylvania
$1.2M +$2.78K +48 +0.2%
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$1.19M +$76.4K +1,320 +7%
NWMG
87
National Wealth Management Group
Ohio
$1.17M +$237K +4,091 +24%
CIA
88
Capital Investment Advisors
Georgia
$1.16M -$20K -346 -2%
SRB
89
Shotwell Rutter Baer
Michigan
$1.15M +$17.3K +299 +1%
SFP
90
Sandbox Financial Partners
Maryland
$1.11M -$66K -1,141 -5%
ISFAN
91
Investor's Fiduciary Advisor Network
Washington
$1.09M -$1.16K -20 -0.1%
CAL
92
Capital Analysts LLC
Pennsylvania
$1.06M +$807K +13,940 +262%
MPW
93
MA Private Wealth
California
$1.06M
MOS
94
MGO One Seven
Ohio
$1.01M +$20K +346 +2%
AA
95
Aufman Associates
Pennsylvania
$1M +$92.7K +1,603 +10%
Creative Planning
96
Creative Planning
Kansas
$960K -$13.9K -240 -1%
PIA
97
Perennial Investment Advisors
California
$931K +$38.8K +670 +4%
SA
98
Stewardship Advisors
Pennsylvania
$920K +$28.6K +494 +3%
HighTower Advisors
99
HighTower Advisors
Illinois
$911K -$61.2K -1,058 -6%
GWP
100
Gateway Wealth Partners
Wisconsin
$897K +$645K +11,147 +218%