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iShares ESG Advanced MSCI USA ETF

262 hedge funds and large institutions have $935M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 59 increasing their positions, 139 reducing their positions, and 9 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:

more funds holding

Funds holding:

more ownership

Funds ownership:

2% less capital invested

Capital invested by funds: $955M → $935M (-$20M)

58% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 139

Holders
262
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
Name Holding Trade Value Shares
Change
Change in
Stake
AF
76
Amara Financial
California
$1.33M
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$1.32M
MFG
78
Merit Financial Group
Georgia
$1.27M
MPW
79
MA Private Wealth
California
$1.27M
CIA
80
Capital Investment Advisors
Georgia
$1.25M
FFA
81
Farther Finance Advisors
California
$1.25M
CGL
82
Clarius Group LLC
Washington
$1.22M
DT
83
Diversified Trust
Tennessee
$1.2M
MMA
84
Miracle Mile Advisors
California
$1.19M
RWM
85
RKL Wealth Management
Pennsylvania
$1.16M
CWM
86
Congress Wealth Management
Massachusetts
$1.15M
RA
87
RFG Advisory
Alabama
$1.15M
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$1.15M
RIA
89
Regal Investment Advisors
Michigan
$1.12M
AWS
90
Atria Wealth Solutions
New York
$1.12M
SRB
91
Shotwell Rutter Baer
Michigan
$1.05M
SCA
92
Snowden Capital Advisors
New York
$1.05M
SWP
93
Sagespring Wealth Partners
Tennessee
$1.04M
SFP
94
Sandbox Financial Partners
Maryland
$1.03M
WA
95
Wealth Alliance
New York
$1.02M
MCM
96
MAI Capital Management
Ohio
$1M
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$981K
FMI
98
F/M Investments
District of Columbia
$981K
CCM
99
Crew Capital Management
Ohio
$980K
DL
100
DOHJ LLC
Washington
$952K