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iShares ESG Advanced MSCI USA ETF

253 hedge funds and large institutions have $873M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 57 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 funds holding

Funds holding:

less ownership

Funds ownership:

7% less capital invested

Capital invested by funds: $935M → $873M (-$62.2M)

59% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 138

Holders
253
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
GWMR
126
GC Wealth Management RIA
Massachusetts
$594K
WWG
127
West Wealth Group
California
$590K
CW
128
CreativeOne Wealth
Kansas
$573K
MWM
129
MBE Wealth Management
Wisconsin
$558K
UBS Group
130
UBS Group
Switzerland
$551K
EL
131
EQ LLC
Washington
$547K
AM
132
AGF Management
Ontario, Canada
$539K
Fidelity Investments
133
Fidelity Investments
Massachusetts
$532K
PWA
134
Physician Wealth Advisors
Utah
$530K
WFS
135
WealthGarden F.S.
California
$519K
IAIM
136
International Assets Investment Management
Florida
$506K
LIA
137
LifePlan Investment Advisors
North Carolina
$504K
LWA
138
Lifelong Wealth Advisors
Minnesota
$502K
SVWAG
139
Sound View Wealth Advisors Group
Georgia
$471K
TF
140
Theory Financial
Colorado
$465K
AI
141
Atria Investments
North Carolina
$463K
SB
142
Strategic Blueprint
Georgia
$460K
PAG
143
Private Advisor Group
New Jersey
$458K
VA
144
Valmark Advisers
Ohio
$458K
CC
145
Copperleaf Capital
North Carolina
$455K
SFMG
146
Sage Financial Management Group
Virginia
$452K
KW
147
KWB Wealth
California
$443K
RFP
148
RCS Financial Planning
Maryland
$441K
EWA
149
EverSource Wealth Advisors
Alabama
$437K
AC
150
Attessa Capital
Arizona
$429K