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iShares ESG Advanced MSCI USA ETF

274 hedge funds and large institutions have $904M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 119 increasing their positions, 88 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
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
PIA
101
Perennial Investment Advisors
California
$933K
SA
102
Stewardship Advisors
Pennsylvania
$931K
RA
103
RFG Advisory
Alabama
$877K
SWP
104
Sagespring Wealth Partners
Tennessee
$867K
PHWM
105
Pine Harbor Wealth Management
Maryland
$864K
CPBTD
106
Central Pacific Bank - Trust Division
Hawaii
$858K
WA
107
Wealth Alliance
New York
$839K
RIA
108
Regal Investment Advisors
Michigan
$823K
SCA
109
Snowden Capital Advisors
New York
$799K
WIA
110
World Investment Advisors
California
$782K
ACA
111
Aptus Capital Advisors
Alabama
$762K
AAS
112
Ameritas Advisory Services
Nebraska
$707K
EI
113
eCIO Inc
Wisconsin
$699K
CIA
114
Concurrent Investment Advisors
Florida
$698K
FLPIM
115
F.L. Putnam Investment Management
Massachusetts
$695K
CCM
116
Coldstream Capital Management
Washington
$686K
JFG
117
JMG Financial Group
Illinois
$670K
CA
118
CoreCap Advisors
Michigan
$668K
AWA
119
Asempa Wealth Advisors
Louisiana
$665K
OSAM
120
O'Shaughnessy Asset Management
Connecticut
$664K
VHAM
121
Van Hulzen Asset Management
California
$652K
FMI
122
F/M Investments
District of Columbia
$630K
CCM
123
Crew Capital Management
Ohio
$629K
VWM
124
Venturi Wealth Management
Texas
$627K
CW
125
CreativeOne Wealth
Kansas
$587K