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iShares ESG Advanced MSCI USA ETF

259 hedge funds and large institutions have $893M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 140 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 20

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5% less capital invested

Capital invested by funds: $939M → $893M (-$46M)

3% less funds holding

Funds holding: 266259 (-7)

3.21% less ownership

Funds ownership: 77.44%74.23% (-3.2%)

57% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 140

Holders
259
Holders Change
-7
Holders Change %
-2.63%
% of All Funds
3.4%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
21
Increased
60
Reduced
140
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
101
Aufman Associates
Pennsylvania
$897K +$112K +2,008 +15%
SA
102
Stewardship Advisors
Pennsylvania
$893K -$39K -700 -4%
SWP
103
Sagespring Wealth Partners
Tennessee
$862K -$234K -4,193 -22%
PHWM
104
Pine Harbor Wealth Management
Maryland
$860K -$3.01K -54 -0.4%
WA
105
Wealth Alliance
New York
$843K -$231K -4,145 -22%
RIA
106
Regal Investment Advisors
Michigan
$833K -$352K -6,306 -30%
P
107
&Partners
Tennessee
$831K +$401K +7,192 +100%
Mariner
108
Mariner
Kansas
$808K -$46.5K -833 -6%
CPBTD
109
Central Pacific Bank - Trust Division
Hawaii
$798K
SCA
110
Snowden Capital Advisors
New York
$793K -$314K -5,624 -29%
KFSC
111
Keystone Financial Services (Colorado)
Colorado
$791K +$8.2K +147 +1%
ACA
112
Aptus Capital Advisors
Alabama
$757K -$11.4K -205 -2%
WIA
113
World Investment Advisors
California
$749K -$207K -3,719 -22%
VHAM
114
Van Hulzen Asset Management
California
$737K -$25.1K -450 -3%
MW
115
Maia Wealth
Colorado
$735K -$161K -2,886 -19%
OPWM
116
Oregon Pacific Wealth Management
Oregon
$719K -$78.9K -1,415 -10%
FLPIM
117
F.L. Putnam Investment Management
Massachusetts
$697K -$4.8K -86 -0.7%
CCM
118
Coldstream Capital Management
Washington
$683K -$21.9K -392 -3%
EI
119
eCIO Inc
Wisconsin
$672K -$74.2K -1,330 -10%
JFG
120
JMG Financial Group
Illinois
$667K
OSAM
121
O'Shaughnessy Asset Management
Connecticut
$661K +$5.58K +100 +0.9%
FMI
122
F/M Investments
District of Columbia
$657K -$374K -6,707 -37%
CCM
123
Crew Capital Management
Ohio
$657K -$374K -6,707 -37%
VWM
124
Venturi Wealth Management
Texas
$620K -$23K -413 -4%
OWCM
125
One Wealth Capital Management
Arizona
$614K -$186K -3,327 -24%