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iShares ESG Advanced MSCI USA ETF

260 hedge funds and large institutions have $928M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 59 increasing their positions, 138 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

3% less capital invested

Capital invested by funds: $955M → $928M (-$27.2M)

57% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 138

Holders
260
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
FHA
126
First Horizon Advisors
Tennessee
$625K
OSAM
127
O'Shaughnessy Asset Management
Connecticut
$617K
VWM
128
Venturi Wealth Management
Texas
$606K
CW
129
CreativeOne Wealth
Kansas
$596K
CA
130
CoreCap Advisors
Michigan
$589K
WWG
131
West Wealth Group
California
$584K
EWA
132
EverSource Wealth Advisors
Alabama
$549K
Thrivent Financial for Lutherans
133
Thrivent Financial for Lutherans
Minnesota
$545K
UBS Group
134
UBS Group
Switzerland
$530K
DAS
135
Diversify Advisory Services
Utah
$524K
AI
136
Atria Investments
North Carolina
$523K
CAG
137
Curtis Advisory Group
California
$521K
EL
138
EQ LLC
Washington
$515K
IAIM
139
International Assets Investment Management
Florida
$508K
PWA
140
Physician Wealth Advisors
Utah
$499K
KIM
141
Kestra Investment Management
Texas
$497K
KPWS
142
Kestra Private Wealth Services
Texas
$496K
SB
143
Strategic Blueprint
Georgia
$493K
LWA
144
Lifelong Wealth Advisors
Minnesota
$475K
FIM
145
Freedom Investment Management
Connecticut
$470K
OIA
146
OneDigital Investment Advisors
Kansas
$466K
AG
147
Ascent Group
Virginia
$460K
AA
148
Armis Advisers
Georgia
$455K
SVWAG
149
Sound View Wealth Advisors Group
Georgia
$443K
PAG
150
Private Advisor Group
New Jersey
$440K