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iShares ESG Advanced MSCI USA ETF

264 hedge funds and large institutions have $938M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 59 increasing their positions, 140 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 in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more ownership

Funds ownership:

2% less capital invested

Capital invested by funds: $958M → $938M (-$20.1M)

58% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 140

Holders
264
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
Name Holding Trade Value Shares
Change
Change in
Stake
DL
101
DOHJ LLC
Washington
$952K
PIA
102
Perennial Investment Advisors
California
$944K
WIA
103
World Investment Advisors
California
$906K
NWMG
104
National Wealth Management Group
Ohio
$901K
SA
105
Stewardship Advisors
Pennsylvania
$879K
Creative Planning
106
Creative Planning
Kansas
$865K
MW
107
Maia Wealth
Colorado
$836K
PHWM
108
Pine Harbor Wealth Management
Maryland
$813K
Fidelity Investments
109
Fidelity Investments
Massachusetts
$811K
Mariner
110
Mariner
Kansas
$805K
VAF
111
Values Added Financial
District of Columbia
$794K
CC
112
Copperleaf Capital
North Carolina
$765K
OWCM
113
One Wealth Capital Management
Arizona
$757K
OPWM
114
Oregon Pacific Wealth Management
Oregon
$753K
CPBTD
115
Central Pacific Bank - Trust Division
Hawaii
$751K
KFSC
116
Keystone Financial Services (Colorado)
Colorado
$736K
AA
117
Aufman Associates
Pennsylvania
$736K
ACA
118
Aptus Capital Advisors
Alabama
$724K
VHAM
119
Van Hulzen Asset Management
California
$718K
EI
120
eCIO Inc
Wisconsin
$704K
TF
121
Theory Financial
Colorado
$675K
CCM
122
Coldstream Capital Management
Washington
$663K
FLPIM
123
F.L. Putnam Investment Management
Massachusetts
$660K
LIA
124
LifePlan Investment Advisors
North Carolina
$655K
MWM
125
MBE Wealth Management
Wisconsin
$639K