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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

49% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 84

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

0.95% less ownership

Funds ownership: 75.41%74.45% (-0.95%)

3% less funds holding

Funds holding: 279270 (-9)

5% less capital invested

Capital invested by funds: $906M → $856M (-$49.6M)

Holders
270
Holders Change
-9
Holders Change %
-3.23%
% of All Funds
3.32%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
125
Reduced
84
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
101
Sagespring Wealth Partners
Tennessee
$849K +$18.8K +325 +2%
RA
102
RFG Advisory
Alabama
$840K -$1.39K -24 -0.2%
CIA
103
Concurrent Investment Advisors
Florida
$832K +$171K +2,952 +24%
CPBTD
104
Central Pacific Bank - Trust Division
Hawaii
$823K
PHWM
105
Pine Harbor Wealth Management
Maryland
$808K -$21.9K -378 -3%
WA
106
Wealth Alliance
New York
$807K +$2.31K +40 +0.3%
WIA
107
World Investment Advisors
California
$790K +$2.08K +36 +0.3%
RIA
108
Regal Investment Advisors
Michigan
$765K -$25.2K -435 -3%
SCA
109
Snowden Capital Advisors
New York
$749K -$17.8K -307 -2%
Jones Financial Companies
110
Jones Financial Companies
Missouri
$741K +$385K +6,653 +94%
ACA
111
Aptus Capital Advisors
Alabama
$720K -$10.6K -183 -1%
OCA
112
OpenArc Corporate Advisory
Georgia
$708K +$227K +3,929 +44%
SAI
113
Savvy Advisors Inc
New York
$693K +$319K +5,509 +78%
AAS
114
Ameritas Advisory Services
Nebraska
$693K +$15.8K +273 +2%
DWM
115
Diversify Wealth Management
Utah
$691K +$193K +3,339 +44%
CCM
116
Coldstream Capital Management
Washington
$657K
UBS Group
117
UBS Group
Switzerland
$656K +$126K +2,173 +22%
AWA
118
Asempa Wealth Advisors
Louisiana
$643K
JFG
119
JMG Financial Group
Illinois
$642K
KPWS
120
Kestra Private Wealth Services
Texas
$642K -$339K -5,853 -33%
FLPIM
121
F.L. Putnam Investment Management
Massachusetts
$640K -$28.2K -487 -4%
OSAM
122
O'Shaughnessy Asset Management
Connecticut
$634K -$2.6K -45 -0.4%
EI
123
eCIO Inc
Wisconsin
$626K -$45.5K -787 -6%
OWCM
124
One Wealth Capital Management
Arizona
$625K +$11.5K +199 +2%
VHAM
125
Van Hulzen Asset Management
California
$625K