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iShares ESG Advanced MSCI USA ETF

244 hedge funds and large institutions have $958M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 129 increasing their positions, 68 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 68

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.91% less ownership

Funds ownership: 77.89%76.98% (-0.91%)

2% less funds holding

Funds holding: 248244 (-4)

5% less capital invested

Capital invested by funds: $1.01B → $958M (-$50.7M)

Holders
244
Holders Change
-4
Holders Change %
-1.61%
% of All Funds
3.27%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
129
Reduced
68
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
76
VERITY Wealth Advisors
United States
$1.21M
Fidelity Investments
77
Fidelity Investments
Massachusetts
$1.19M -$275K -5,536 -18%
WA
78
Wealth Alliance
New York
$1.18M -$46.7K -941 -4%
SCA
79
Snowden Capital Advisors
New York
$1.14M +$11.3K +228 +0.9%
AF
80
Amara Financial
California
$1.14M +$117K +2,360 +11%
DT
81
Diversified Trust
Tennessee
$1.13M -$46K -927 -4%
FFA
82
Farther Finance Advisors
California
$1.12M +$241K +4,856 +25%
MPW
83
MA Private Wealth
California
$1.09M
CIA
84
Capital Investment Advisors
Georgia
$1.09M +$1.16M +23,278 New
SWP
85
Sagespring Wealth Partners
Tennessee
$1.07M +$138K +2,782 +14%
WIA
86
World Investment Advisors
California
$1.06M +$92.5K +1,863 +9%
MFG
87
Merit Financial Group
Georgia
$1.04M +$899K +18,106 +430%
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$1.02M +$7.2K +145 +0.7%
CGL
89
Clarius Group LLC
Washington
$1.02M +$55.9K +1,126 +5%
RWM
90
RKL Wealth Management
Pennsylvania
$1M -$264K -5,314 -20%
OWCM
91
One Wealth Capital Management
Arizona
$995K +$49.2K +991 +5%
DAS
92
Diversify Advisory Services
Utah
$970K -$153K -3,081 -13%
SW
93
SoFi Wealth
California
$965K +$888K +17,889 +641%
KFSC
94
Keystone Financial Services (Colorado)
Colorado
$948K +$163K +3,292 +19%
SFP
95
Sandbox Financial Partners
Maryland
$887K -$90.1K -1,815 -9%
MCM
96
MAI Capital Management
Ohio
$868K +$9.93K +200 +1%
NWMG
97
National Wealth Management Group
Ohio
$863K +$21.3K +428 +2%
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$859K +$51.6K +1,038 +6%
CCM
99
Crew Capital Management
Ohio
$848K
FMI
100
F/M Investments
District of Columbia
$848K