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iShares ESG Advanced MSCI USA ETF

260 hedge funds and large institutions have $928M 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, 138 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

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

3% less capital invested

Capital invested by funds: $955M → $928M (-$27.2M)

57% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 138

Holders
260
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
WIA
101
World Investment Advisors
California
$906K
NWMG
102
National Wealth Management Group
Ohio
$901K
SA
103
Stewardship Advisors
Pennsylvania
$879K
Creative Planning
104
Creative Planning
Kansas
$865K
MW
105
Maia Wealth
Colorado
$836K
PHWM
106
Pine Harbor Wealth Management
Maryland
$813K
Fidelity Investments
107
Fidelity Investments
Massachusetts
$811K
Mariner
108
Mariner
Kansas
$805K
VAF
109
Values Added Financial
District of Columbia
$794K
CC
110
Copperleaf Capital
North Carolina
$765K
OWCM
111
One Wealth Capital Management
Arizona
$757K
OPWM
112
Oregon Pacific Wealth Management
Oregon
$753K
CPBTD
113
Central Pacific Bank - Trust Division
Hawaii
$751K
KFSC
114
Keystone Financial Services (Colorado)
Colorado
$736K
AA
115
Aufman Associates
Pennsylvania
$736K
ACA
116
Aptus Capital Advisors
Alabama
$724K
VHAM
117
Van Hulzen Asset Management
California
$718K
EI
118
eCIO Inc
Wisconsin
$704K
TF
119
Theory Financial
Colorado
$675K
CCM
120
Coldstream Capital Management
Washington
$663K
FLPIM
121
F.L. Putnam Investment Management
Massachusetts
$660K
LIA
122
LifePlan Investment Advisors
North Carolina
$655K
MWM
123
MBE Wealth Management
Wisconsin
$639K
WFS
124
WealthGarden F.S.
California
$635K
JFG
125
JMG Financial Group
Illinois
$627K