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iShares ESG Advanced MSCI USA ETF
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Overview Fund Activity

259 hedge funds and large institutions have $927M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 59 increasing their positions, 137 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+17
Holders Change %
+7.02%
% of All Funds
3.47%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
34
Increased
59
Reduced
137
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$5.02M
2
DRP
Decker Retirement Planning
Utah
+$4.51M
3
HTC
Haverford Trust Company
Pennsylvania
+$1.84M
4
HHGA
Halbert Hargrove Global Advisors
California
+$1.66M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.32M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$77.9M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$22.6M
3
BlackRock
BlackRock
New York
-$13.2M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$11.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$7.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIA
101
World Investment Advisors
California
$906K -$324K -6,005 -26%
SA
102
Stewardship Advisors
Pennsylvania
$879K +$19.6K +364 +2%
Creative Planning
103
Creative Planning
Kansas
$865K +$141K +2,616 +19%
MW
104
Maia Wealth
Colorado
$836K -$129K -2,398 -13%
PHWM
105
Pine Harbor Wealth Management
Maryland
$813K -$5.07K -94 -0.6%
Fidelity Investments
106
Fidelity Investments
Massachusetts
$811K -$559K -10,364 -41%
Mariner
107
Mariner
Kansas
$805K +$289K +5,354 +56%
VAF
108
Values Added Financial
District of Columbia
$794K +$213K +3,953 +37%
CC
109
Copperleaf Capital
North Carolina
$765K +$9.11K +169 +1%
OWCM
110
One Wealth Capital Management
Arizona
$757K -$393K -7,285 -34%
OPWM
111
Oregon Pacific Wealth Management
Oregon
$753K -$7.39K -137 -1%
CPBTD
112
Central Pacific Bank - Trust Division
Hawaii
$751K +$263K +4,877 +54%
KFSC
113
Keystone Financial Services (Colorado)
Colorado
$736K -$359K -6,655 -33%
AA
114
Aufman Associates
Pennsylvania
$736K – – –
ACA
115
Aptus Capital Advisors
Alabama
$724K -$19.1K -355 -3%
VHAM
116
Van Hulzen Asset Management
California
$718K -$53.9K -1,000 -7%
EI
117
eCIO Inc
Wisconsin
$704K +$704K +13,053 New
TF
118
Theory Financial
Colorado
$675K -$229K -4,139 -25%
CCM
119
Coldstream Capital Management
Washington
$663K – – –
FLPIM
120
F.L. Putnam Investment Management
Massachusetts
$660K -$18.4K -341 -3%
LIA
121
LifePlan Investment Advisors
North Carolina
$655K -$286K -5,297 -30%
MWM
122
MBE Wealth Management
Wisconsin
$639K -$2.32K -43 -0.4%
WFS
123
WealthGarden F.S.
California
$635K -$192K -3,465 -23%
JFG
124
JMG Financial Group
Illinois
$627K – – –
FHA
125
First Horizon Advisors
Tennessee
$625K +$24.3K +450 +4%
3 4
5
6 7