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iShares ESG Advanced MSCI USA ETF

270 hedge funds and large institutions have $856M invested in iShares ESG Advanced MSCI USA ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 125 increasing their positions, 84 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
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
GWMR
76
GC Wealth Management RIA
Massachusetts
$1.63M
Ameriprise
77
Ameriprise
Minnesota
$1.61M
TWC
78
TD Waterhouse Canada
Ontario, Canada
$1.58M
MCM
79
MAI Capital Management
Ohio
$1.47M
MFG
80
Magnus Financial Group
New York
$1.46M
VWA
81
VERITY Wealth Advisors
United States
$1.45M
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$1.42M
FFA
83
Farther Finance Advisors
California
$1.33M
DT
84
Diversified Trust
Tennessee
$1.25M
RWM
85
RKL Wealth Management
Pennsylvania
$1.2M
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$1.19M
NWMG
87
National Wealth Management Group
Ohio
$1.17M
CIA
88
Capital Investment Advisors
Georgia
$1.16M
SRB
89
Shotwell Rutter Baer
Michigan
$1.15M
SFP
90
Sandbox Financial Partners
Maryland
$1.11M
ISFAN
91
Investor's Fiduciary Advisor Network
Washington
$1.09M
CAL
92
Capital Analysts LLC
Pennsylvania
$1.06M
MPW
93
MA Private Wealth
California
$1.06M
MOS
94
MGO One Seven
Ohio
$1.01M
AA
95
Aufman Associates
Pennsylvania
$1M
Creative Planning
96
Creative Planning
Kansas
$960K
PIA
97
Perennial Investment Advisors
California
$931K
SA
98
Stewardship Advisors
Pennsylvania
$920K
HighTower Advisors
99
HighTower Advisors
Illinois
$911K
GWP
100
Gateway Wealth Partners
Wisconsin
$897K