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iShares ESG Advanced MSCI USA ETF

256 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 22 funds opening new positions, 59 increasing their positions, 138 reducing their positions, and 20 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:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

3.06% less ownership

Funds ownership: 77.35%74.29% (-3.1%)

57% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 138

Holders
256
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

Top Sellers

1 -$59.2M
2 -$14M
3 -$9.1M
4
ST
Spinnaker Trust
Maine
-$6.87M
5
PAS
Park Avenue Securities
New York
-$5.29M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
101
Aufman Associates
Pennsylvania
$897K
SA
102
Stewardship Advisors
Pennsylvania
$893K
SWP
103
Sagespring Wealth Partners
Tennessee
$862K
PHWM
104
Pine Harbor Wealth Management
Maryland
$860K
WA
105
Wealth Alliance
New York
$843K
RIA
106
Regal Investment Advisors
Michigan
$833K
P
107
&Partners
Tennessee
$831K
Mariner
108
Mariner
Kansas
$808K
CPBTD
109
Central Pacific Bank - Trust Division
Hawaii
$798K
SCA
110
Snowden Capital Advisors
New York
$793K
KFSC
111
Keystone Financial Services (Colorado)
Colorado
$791K
ACA
112
Aptus Capital Advisors
Alabama
$757K
WIA
113
World Investment Advisors
California
$749K
VHAM
114
Van Hulzen Asset Management
California
$737K
MW
115
Maia Wealth
Colorado
$735K
OPWM
116
Oregon Pacific Wealth Management
Oregon
$719K
FLPIM
117
F.L. Putnam Investment Management
Massachusetts
$697K
CCM
118
Coldstream Capital Management
Washington
$683K
EI
119
eCIO Inc
Wisconsin
$672K
JFG
120
JMG Financial Group
Illinois
$667K
OSAM
121
O'Shaughnessy Asset Management
Connecticut
$661K
FMI
122
F/M Investments
District of Columbia
$657K
CCM
123
Crew Capital Management
Ohio
$657K
VWM
124
Venturi Wealth Management
Texas
$620K
OWCM
125
One Wealth Capital Management
Arizona
$614K