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iShares ESG Advanced MSCI USA ETF

242 hedge funds and large institutions have $955M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 128 increasing their positions, 67 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
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

Top Buyers

1 +$5.21M
2 +$4.95M
3 +$4.43M
4
Citadel Advisors
Citadel Advisors
Florida
+$3.57M
5
BlackRock
BlackRock
New York
+$2.92M
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
101
LifePlan Investment Advisors
North Carolina
$814K
MW
102
Maia Wealth
Colorado
$811K
SRB
103
Shotwell Rutter Baer
Michigan
$810K
TF
104
Theory Financial
Colorado
$762K
SA
105
Stewardship Advisors
Pennsylvania
$743K
PHWM
106
Pine Harbor Wealth Management
Maryland
$708K
WFS
107
WealthGarden F.S.
California
$697K
EWA
108
EverSource Wealth Advisors
Alabama
$688K
WFA
109
Wade Financial Advisory
California
$680K
MWM
110
Modern Wealth Management
Kansas
$669K
VHAM
111
Van Hulzen Asset Management
California
$668K
CWM
112
Congress Wealth Management
Massachusetts
$660K
OPWM
113
Oregon Pacific Wealth Management
Oregon
$658K
CC
114
Copperleaf Capital
North Carolina
$654K
ACA
115
Aptus Capital Advisors
Alabama
$643K
AA
116
Aufman Associates
Pennsylvania
$637K
Creative Planning
117
Creative Planning
Kansas
$626K
Wealth Enhancement Advisory Services
118
Wealth Enhancement Advisory Services
Minnesota
$625K
UBS Group
119
UBS Group
Switzerland
$613K
CW
120
CreativeOne Wealth
Kansas
$613K
SB
121
Strategic Blueprint
Georgia
$590K
FLPIM
122
F.L. Putnam Investment Management
Massachusetts
$587K
CCM
123
Coldstream Capital Management
Washington
$574K
EL
124
EQ LLC
Washington
$570K
LWA
125
Lifelong Wealth Advisors
Minnesota
$568K