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iShares ESG Advanced MSCI USA ETF

253 hedge funds and large institutions have $873M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 138 reducing their positions, and 20 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:

less funds holding

Funds holding:

less ownership

Funds ownership:

7% less capital invested

Capital invested by funds: $935M → $873M (-$62.2M)

59% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 138

Holders
253
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

Top Sellers

1 -$59.2M
2 -$14M
3 -$9.1M
4
ST
Spinnaker Trust
Maine
-$6.87M
5
PAS
Park Avenue Securities
New York
-$5.29M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
101
Sagespring Wealth Partners
Tennessee
$862K
PHWM
102
Pine Harbor Wealth Management
Maryland
$860K
WA
103
Wealth Alliance
New York
$843K
RIA
104
Regal Investment Advisors
Michigan
$833K
P
105
&Partners
Tennessee
$831K
Mariner
106
Mariner
Kansas
$808K
CPBTD
107
Central Pacific Bank - Trust Division
Hawaii
$798K
SCA
108
Snowden Capital Advisors
New York
$793K
KFSC
109
Keystone Financial Services (Colorado)
Colorado
$791K
ACA
110
Aptus Capital Advisors
Alabama
$757K
WIA
111
World Investment Advisors
California
$749K
VHAM
112
Van Hulzen Asset Management
California
$737K
MW
113
Maia Wealth
Colorado
$735K
OPWM
114
Oregon Pacific Wealth Management
Oregon
$719K
FLPIM
115
F.L. Putnam Investment Management
Massachusetts
$697K
CCM
116
Coldstream Capital Management
Washington
$683K
EI
117
eCIO Inc
Wisconsin
$672K
JFG
118
JMG Financial Group
Illinois
$667K
OSAM
119
O'Shaughnessy Asset Management
Connecticut
$661K
FMI
120
F/M Investments
District of Columbia
$657K
CCM
121
Crew Capital Management
Ohio
$657K
VWM
122
Venturi Wealth Management
Texas
$620K
OWCM
123
One Wealth Capital Management
Arizona
$614K
CA
124
CoreCap Advisors
Michigan
$612K
Ameriprise
125
Ameriprise
Minnesota
$597K