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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
AF
76
Amara Financial
California
$1.42M
HighTower Advisors
77
HighTower Advisors
Illinois
$1.41M
VAF
78
Values Added Financial
District of Columbia
$1.34M
FFA
79
Farther Finance Advisors
California
$1.32M
CGL
80
Clarius Group LLC
Washington
$1.3M
DT
81
Diversified Trust
Tennessee
$1.3M
CIA
82
Capital Investment Advisors
Georgia
$1.28M
RWM
83
RKL Wealth Management
Pennsylvania
$1.24M
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$1.23M
APW
85
Austin Private Wealth
Texas
$1.21M
SRB
86
Shotwell Rutter Baer
Michigan
$1.2M
ISFAN
87
Investor's Fiduciary Advisor Network
Washington
$1.16M
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$1.15M
RA
89
RFG Advisory
Alabama
$1.13M
MPW
90
MA Private Wealth
California
$1.09M
MOS
91
MGO One Seven
Ohio
$1.07M
MFG
92
Merit Financial Group
Georgia
$1.07M
PIA
93
Perennial Investment Advisors
California
$1.01M
NWMG
94
National Wealth Management Group
Ohio
$969K
KPWS
95
Kestra Private Wealth Services
Texas
$944K
Creative Planning
96
Creative Planning
Kansas
$937K
FTUS
97
Flow Traders U.S.
New York
$913K
Jane Street
98
Jane Street
New York
$906K
AA
99
Aufman Associates
Pennsylvania
$897K
SA
100
Stewardship Advisors
Pennsylvania
$893K