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iShares ESG Advanced MSCI USA ETF

244 hedge funds and large institutions have $958M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 129 increasing their positions, 68 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 68

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.91% less ownership

Funds ownership: 77.89%76.98% (-0.91%)

2% less funds holding

Funds holding: 248244 (-4)

5% less capital invested

Capital invested by funds: $1.01B → $958M (-$50.7M)

Holders
244
Holders Change
-4
Holders Change %
-1.61%
% of All Funds
3.27%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
129
Reduced
68
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PIA
101
Perennial Investment Advisors
California
$839K +$345K +6,942 +63%
LIA
102
LifePlan Investment Advisors
North Carolina
$814K +$156K +3,148 +22%
MW
103
Maia Wealth
Colorado
$811K -$12.6K -253 -1%
SRB
104
Shotwell Rutter Baer
Michigan
$810K +$54.4K +1,095 +6%
TF
105
Theory Financial
Colorado
$762K +$6.51K +131 +0.8%
SA
106
Stewardship Advisors
Pennsylvania
$743K +$145K +2,929 +23%
PHWM
107
Pine Harbor Wealth Management
Maryland
$708K
WFS
108
WealthGarden F.S.
California
$697K +$37.1K +748 +5%
EWA
109
EverSource Wealth Advisors
Alabama
$688K -$94K -1,892 -11%
WFA
110
Wade Financial Advisory
California
$680K +$111K +2,237 +18%
MWM
111
Modern Wealth Management
Kansas
$669K +$712K +14,342 New
VHAM
112
Van Hulzen Asset Management
California
$668K
CWM
113
Congress Wealth Management
Massachusetts
$660K +$60.6K +1,221 +9%
OPWM
114
Oregon Pacific Wealth Management
Oregon
$658K +$30.1K +607 +5%
CC
115
Copperleaf Capital
North Carolina
$654K +$112K +2,264 +19%
ACA
116
Aptus Capital Advisors
Alabama
$643K +$397 +8 +0.1%
AA
117
Aufman Associates
Pennsylvania
$637K +$1.49K +30 +0.2%
Creative Planning
118
Creative Planning
Kansas
$626K +$272K +5,477 +69%
Wealth Enhancement Advisory Services
119
Wealth Enhancement Advisory Services
Minnesota
$625K -$410K -8,253 -38%
UBS Group
120
UBS Group
Switzerland
$613K +$251K +5,060 +63%
CW
121
CreativeOne Wealth
Kansas
$613K +$49.7K +1,000 +8%
SB
122
Strategic Blueprint
Georgia
$590K +$7.1K +143 +1%
FLPIM
123
F.L. Putnam Investment Management
Massachusetts
$587K +$29.3K +590 +5%
CCM
124
Coldstream Capital Management
Washington
$574K
EL
125
EQ LLC
Washington
$570K +$70.4K +1,417 +13%