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iShares ESG Advanced MSCI USA ETF

270 hedge funds and large institutions have $856M invested in iShares ESG Advanced MSCI USA ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 125 increasing their positions, 84 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
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
SWP
101
Sagespring Wealth Partners
Tennessee
$849K
RA
102
RFG Advisory
Alabama
$840K
CIA
103
Concurrent Investment Advisors
Florida
$832K
CPBTD
104
Central Pacific Bank - Trust Division
Hawaii
$823K
PHWM
105
Pine Harbor Wealth Management
Maryland
$808K
WA
106
Wealth Alliance
New York
$807K
WIA
107
World Investment Advisors
California
$790K
RIA
108
Regal Investment Advisors
Michigan
$765K
SCA
109
Snowden Capital Advisors
New York
$749K
Jones Financial Companies
110
Jones Financial Companies
Missouri
$741K
ACA
111
Aptus Capital Advisors
Alabama
$720K
OCA
112
OpenArc Corporate Advisory
Georgia
$708K
SAI
113
Savvy Advisors Inc
New York
$693K
AAS
114
Ameritas Advisory Services
Nebraska
$693K
DWM
115
Diversify Wealth Management
Utah
$691K
CCM
116
Coldstream Capital Management
Washington
$657K
UBS Group
117
UBS Group
Switzerland
$656K
AWA
118
Asempa Wealth Advisors
Louisiana
$643K
JFG
119
JMG Financial Group
Illinois
$642K
KPWS
120
Kestra Private Wealth Services
Texas
$642K
FLPIM
121
F.L. Putnam Investment Management
Massachusetts
$640K
OSAM
122
O'Shaughnessy Asset Management
Connecticut
$634K
EI
123
eCIO Inc
Wisconsin
$626K
OWCM
124
One Wealth Capital Management
Arizona
$625K
VHAM
125
Van Hulzen Asset Management
California
$625K