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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

49% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 84

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

0.95% less ownership

Funds ownership: 75.41%74.45% (-0.95%)

3% less funds holding

Funds holding: 279270 (-9)

5% less capital invested

Capital invested by funds: $906M → $856M (-$49.6M)

Holders
270
Holders Change
-9
Holders Change %
-3.23%
% of All Funds
3.32%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
125
Reduced
84
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
126
Mariner
Kansas
$621K -$320K -5,525 -33%
PAG
127
Private Advisor Group
New Jersey
$583K +$162K +2,802 +36%
CA
128
CoreCap Advisors
Michigan
$582K -$63.9K -1,104 -10%
NG
129
Navigation Group
California
$578K +$606K +10,470 New
BCM
130
Brookstone Capital Management
Illinois
$547K +$573K +9,906 New
CW
131
CreativeOne Wealth
Kansas
$538K -$25.9K -448 -4%
KFSC
132
Keystone Financial Services (Colorado)
Colorado
$537K +$1.1K +19 +0.2%
PFGIA
133
Patriot Financial Group Insurance Agency
Massachusetts
$533K +$277K +4,790 +98%
Wealth Enhancement Advisory Services
134
Wealth Enhancement Advisory Services
Minnesota
$533K -$829K -14,337 -60%
AI
135
Atria Investments
North Carolina
$517K +$43.3K +749 +9%
LIA
136
LifePlan Investment Advisors
North Carolina
$513K -$9.2K -159 -2%
ASN
137
Advisory Services Network
Georgia
$513K +$6.71K +116 +1%
VA
138
Valmark Advisers
Ohio
$503K +$65K +1,124 +14%
RFP
139
RCS Financial Planning
Maryland
$488K -$810 -14 -0.2%
WFS
140
WealthGarden F.S.
California
$486K +$2.83K +49 +0.6%
WWG
141
West Wealth Group
California
$473K -$93.8K -1,621 -16%
CCM
142
Crew Capital Management
Ohio
$467K -$143K -2,475 -23%
FMI
143
F/M Investments
District of Columbia
$467K -$143K -2,475 -23%
WA
144
Win Advisors
Florida
$459K +$482K +8,323 New
LWA
145
Lifelong Wealth Advisors
Minnesota
$459K -$1.91K -33 -0.4%
EWA
146
EverSource Wealth Advisors
Alabama
$454K +$16.8K +290 +4%
TF
147
Theory Financial
Colorado
$454K -$1.74K -30 -0.4%
SVWAG
148
Sound View Wealth Advisors Group
Georgia
$452K -$1.45K -25 -0.3%
AA
149
Alesco Advisors
New York
$446K +$98.5K +1,702 +27%
GF
150
GTS Financial
Minnesota
$444K +$551K +9,521 New