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iShares ESG Advanced MSCI USA ETF
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Overview Fund Activity

258 hedge funds and large institutions have $926M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 59 increasing their positions, 137 reducing their positions, and 8 closing their positions.

Holders
258
Holders Change
+16
Holders Change %
+6.61%
% of All Funds
3.46%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
33
Increased
59
Reduced
137
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
1
SEI Investments
Pennsylvania
$38.6M
2
DRP
2
Decker Retirement Planning
Utah
$4.52M
3
HTC
3
Haverford Trust Company
Pennsylvania
$1.84M
4
HHGA
4
Halbert Hargrove Global Advisors
California
$1.66M
5
MMA
5
Miracle Mile Advisors
California
$1.19M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$201M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$41.5M
3
BlackRock
3
BlackRock
New York
$133M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$545K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$26.6M
Name Market Value Shares Shares
Change 		Shares
Change %
MPW
76
MA Private Wealth
California
$1.27M 23,457 – –
CIA
77
Capital Investment Advisors
Georgia
$1.25M 23,228 -50 -0.2%
FFA
78
Farther Finance Advisors
California
$1.25M 23,171 -834 -3%
CGL
79
Clarius Group LLC
Washington
$1.22M 22,650 +735 +3%
DT
80
Diversified Trust
Tennessee
$1.2M 22,284 -2,000 -8%
MMA
81
Miracle Mile Advisors
California
$1.19M 22,137 +22,137 New
RWM
82
RKL Wealth Management
Pennsylvania
$1.16M 21,527 +53 +0.2%
CWM
83
Congress Wealth Management
Massachusetts
$1.15M 21,275 +7,129 +50%
RA
84
RFG Advisory
Alabama
$1.15M 21,263 -8,396 -28%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$1.15M 21,251 -690 -3%
MWM
86
Modern Wealth Management
Kansas
$1.13M 20,988 +6,646 +46%
RIA
87
Regal Investment Advisors
Michigan
$1.12M 20,838 -6,821 -25%
AWS
88
Atria Wealth Solutions
New York
$1.12M 20,708 -109,821 -84%
SRB
89
Shotwell Rutter Baer
Michigan
$1.05M 19,255 -21 -0.1%
SCA
90
Snowden Capital Advisors
New York
$1.05M 19,462 -4,866 -20%
SWP
91
Sagespring Wealth Partners
Tennessee
$1.04M 19,237 -3,758 -16%
SFP
92
Sandbox Financial Partners
Maryland
$1.03M 19,024 +25 +0.1%
WA
93
Wealth Alliance
New York
$1.02M 18,862 -6,419 -25%
MCM
94
MAI Capital Management
Ohio
$1M 18,618 +29 +0.2%
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$981K 18,186 -223 -1%
FMI
96
F/M Investments
District of Columbia
$981K 18,168 – –
CCM
97
Crew Capital Management
Ohio
$980K 18,168 – –
DL
98
DOHJ LLC
Washington
$952K 21,231 -15,938 -43%
PIA
99
Perennial Investment Advisors
California
$944K 17,511 -472 -3%
WIA
100
World Investment Advisors
California
$906K 16,790 -6,005 -26%
2 3
4
5 6