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iShares ESG Advanced MSCI USA ETF
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Overview Fund Activity

258 hedge funds and large institutions have $926M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 59 increasing their positions, 137 reducing their positions, and 8 closing their positions.

Holders
258
Holders Change
+16
Holders Change %
+6.61%
% of All Funds
3.46%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
33
Increased
59
Reduced
137
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
1
SEI Investments
Pennsylvania
$38.6M
2
DRP
2
Decker Retirement Planning
Utah
$4.52M
3
HTC
3
Haverford Trust Company
Pennsylvania
$1.84M
4
HHGA
4
Halbert Hargrove Global Advisors
California
$1.66M
5
MMA
5
Miracle Mile Advisors
California
$1.19M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$201M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$41.5M
3
BlackRock
3
BlackRock
New York
$133M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$545K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$26.6M
Name Market Value Shares Shares
Change 		Shares
Change %
SA
101
Stewardship Advisors
Pennsylvania
$879K 16,290 +364 +2%
Creative Planning
102
Creative Planning
Kansas
$865K 16,039 +2,616 +19%
MW
103
Maia Wealth
Colorado
$836K 15,502 -2,398 -13%
PHWM
104
Pine Harbor Wealth Management
Maryland
$813K 15,067 -94 -0.6%
Fidelity Investments
105
Fidelity Investments
Massachusetts
$811K 15,039 -10,364 -41%
Mariner
106
Mariner
Kansas
$805K 14,932 +5,354 +56%
VAF
107
Values Added Financial
District of Columbia
$794K 14,729 +3,953 +37%
CC
108
Copperleaf Capital
North Carolina
$765K 14,191 +169 +1%
OWCM
109
One Wealth Capital Management
Arizona
$757K 14,040 -7,285 -34%
OPWM
110
Oregon Pacific Wealth Management
Oregon
$753K 13,957 -137 -1%
CPBTD
111
Central Pacific Bank - Trust Division
Hawaii
$751K 13,920 +4,877 +54%
KFSC
112
Keystone Financial Services (Colorado)
Colorado
$736K 13,654 -6,655 -33%
AA
113
Aufman Associates
Pennsylvania
$736K 13,648 – –
ACA
114
Aptus Capital Advisors
Alabama
$724K 13,422 -355 -3%
VHAM
115
Van Hulzen Asset Management
California
$718K 13,309 -1,000 -7%
EI
116
eCIO Inc
Wisconsin
$704K 13,053 +13,053 New
TF
117
Theory Financial
Colorado
$675K 12,188 -4,139 -25%
CCM
118
Coldstream Capital Management
Washington
$663K 12,302 – –
FLPIM
119
F.L. Putnam Investment Management
Massachusetts
$660K 12,241 -341 -3%
LIA
120
LifePlan Investment Advisors
North Carolina
$655K 12,154 -5,297 -30%
MWM
121
MBE Wealth Management
Wisconsin
$639K 11,847 -43 -0.4%
WFS
122
WealthGarden F.S.
California
$635K 11,466 -3,465 -23%
JFG
123
JMG Financial Group
Illinois
$627K 11,633 – –
FHA
124
First Horizon Advisors
Tennessee
$625K 11,582 +450 +4%
OSAM
125
O'Shaughnessy Asset Management
Connecticut
$617K 11,437 -28 -0.2%
3 4
5
6 7