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iShares ESG Advanced MSCI USA ETF
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Overview Fund Activity

259 hedge funds and large institutions have $927M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 59 increasing their positions, 137 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+17
Holders Change %
+7.02%
% of All Funds
3.47%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
34
Increased
59
Reduced
137
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$5.02M
2
DRP
Decker Retirement Planning
Utah
+$4.51M
3
HTC
Haverford Trust Company
Pennsylvania
+$1.84M
4
HHGA
Halbert Hargrove Global Advisors
California
+$1.66M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.32M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$77.9M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$22.6M
3
BlackRock
BlackRock
New York
-$13.2M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$11.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$7.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
76
Merit Financial Group
Georgia
$1.27M +$63.8K +1,183 +5%
MPW
77
MA Private Wealth
California
$1.27M – – –
CIA
78
Capital Investment Advisors
Georgia
$1.25M -$2.7K -50 -0.2%
FFA
79
Farther Finance Advisors
California
$1.25M -$45K -834 -3%
CGL
80
Clarius Group LLC
Washington
$1.22M +$39.6K +735 +3%
DT
81
Diversified Trust
Tennessee
$1.2M -$108K -2,000 -8%
MMA
82
Miracle Mile Advisors
California
$1.19M +$1.19M +22,137 New
RWM
83
RKL Wealth Management
Pennsylvania
$1.16M +$2.86K +53 +0.2%
CWM
84
Congress Wealth Management
Massachusetts
$1.15M +$384K +7,129 +50%
RA
85
RFG Advisory
Alabama
$1.15M -$453K -8,396 -28%
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$1.15M -$37.2K -690 -3%
MWM
87
Modern Wealth Management
Kansas
$1.13M +$358K +6,646 +46%
RIA
88
Regal Investment Advisors
Michigan
$1.12M -$368K -6,821 -25%
AWS
89
Atria Wealth Solutions
New York
$1.12M -$5.96M -109,821 -84%
SRB
90
Shotwell Rutter Baer
Michigan
$1.05M -$1.15K -21 -0.1%
SCA
91
Snowden Capital Advisors
New York
$1.05M -$262K -4,866 -20%
SWP
92
Sagespring Wealth Partners
Tennessee
$1.04M -$203K -3,758 -16%
SFP
93
Sandbox Financial Partners
Maryland
$1.03M +$1.35K +25 +0.1%
WA
94
Wealth Alliance
New York
$1.02M -$346K -6,419 -25%
MCM
95
MAI Capital Management
Ohio
$1M +$1.56K +29 +0.2%
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$981K -$12K -223 -1%
FMI
97
F/M Investments
District of Columbia
$981K – – –
CCM
98
Crew Capital Management
Ohio
$980K – – –
DL
99
DOHJ LLC
Washington
$952K -$715K -15,938 -43%
PIA
100
Perennial Investment Advisors
California
$944K -$25.5K -472 -3%
2 3
4
5 6