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iShares ESG Advanced MSCI USA ETF

259 hedge funds and large institutions have $893M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 140 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 20

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5% less capital invested

Capital invested by funds: $939M → $893M (-$46M)

3% less funds holding

Funds holding: 266259 (-7)

3.21% less ownership

Funds ownership: 77.44%74.23% (-3.2%)

57% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 140

Holders
259
Holders Change
-7
Holders Change %
-2.63%
% of All Funds
3.4%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
21
Increased
60
Reduced
140
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIG
76
Ramiah Investment Group
Wisconsin
$1.44M +$540K +9,677 +62%
MCM
77
MAI Capital Management
Ohio
$1.42M +$348K +6,244 +34%
AF
78
Amara Financial
California
$1.42M +$5.02K +90 +0.4%
HighTower Advisors
79
HighTower Advisors
Illinois
$1.41M -$769K -13,785 -36%
VAF
80
Values Added Financial
District of Columbia
$1.34M +$485K +8,701 +59%
FFA
81
Farther Finance Advisors
California
$1.32M -$6.03K -108 -0.5%
CGL
82
Clarius Group LLC
Washington
$1.3M +$167 +3 +0%
DT
83
Diversified Trust
Tennessee
$1.3M +$19.5K +350 +2%
CIA
84
Capital Investment Advisors
Georgia
$1.28M -$45.3K -812 -3%
RWM
85
RKL Wealth Management
Pennsylvania
$1.24M +$2.68K +48 +0.2%
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$1.23M +$13.3K +238 +1%
APW
87
Austin Private Wealth
Texas
$1.21M -$215K -3,847 -15%
SRB
88
Shotwell Rutter Baer
Michigan
$1.2M +$75.6K +1,355 +7%
ISFAN
89
Investor's Fiduciary Advisor Network
Washington
$1.16M -$405K -7,266 -26%
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$1.15M +$104K +1,859 +10%
RA
91
RFG Advisory
Alabama
$1.13M -$88.1K -1,579 -7%
MPW
92
MA Private Wealth
California
$1.09M -$244K -4,374 -19%
MOS
93
MGO One Seven
Ohio
$1.07M -$346K -6,202 -25%
MFG
94
Merit Financial Group
Georgia
$1.07M -$272K -4,877 -21%
PIA
95
Perennial Investment Advisors
California
$1.01M +$6.64K +119 +0.7%
NWMG
96
National Wealth Management Group
Ohio
$969K +$11.5K +207 +1%
KPWS
97
Kestra Private Wealth Services
Texas
$944K +$406K +7,282 +79%
Creative Planning
98
Creative Planning
Kansas
$937K +$17.1K +307 +2%
FTUS
99
Flow Traders U.S.
New York
$913K -$662K -11,874 -43%
Jane Street
100
Jane Street
New York
$906K +$477K +8,546 +118%