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iShares ESG Advanced MSCI USA ETF

244 hedge funds and large institutions have $958M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 129 increasing their positions, 68 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 68

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.91% less ownership

Funds ownership: 77.89%76.98% (-0.91%)

2% less funds holding

Funds holding: 248244 (-4)

5% less capital invested

Capital invested by funds: $1.01B → $958M (-$50.7M)

Holders
244
Holders Change
-4
Holders Change %
-1.61%
% of All Funds
3.27%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
129
Reduced
68
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
126
Lifelong Wealth Advisors
Minnesota
$568K +$141K +2,839 +30%
RIG
127
Ramiah Investment Group
Wisconsin
$567K -$1.09M -22,024 -64%
AG
128
Ascent Group
Virginia
$558K +$212K +4,274 +56%
MWM
129
MBE Wealth Management
Wisconsin
$555K +$351K +7,058 +146%
PAG
130
Private Advisor Group
New Jersey
$553K +$159K +3,199 +37%
JFG
131
JMG Financial Group
Illinois
$543K -$209K -4,210 -27%
MW
132
Marcum Wealth
Ohio
$542K +$1.19K +24 +0.2%
OSAM
133
O'Shaughnessy Asset Management
Connecticut
$535K -$4.47K -90 -0.8%
CA
134
CoreCap Advisors
Michigan
$521K +$28.9K +581 +5%
FHA
135
First Horizon Advisors
Tennessee
$520K -$29.6K -596 -5%
VWM
136
Venturi Wealth Management
Texas
$519K +$94.7K +1,907 +21%
AI
137
Atria Investments
North Carolina
$515K +$7.05K +142 +1%
BFG
138
Buttonwood Financial Group
Missouri
$508K +$36.5K +734 +7%
WWG
139
West Wealth Group
California
$507K -$101K -2,037 -16%
SPC
140
Sigma Planning Corp
Michigan
$505K -$1.23M -24,843 -70%
VAF
141
Values Added Financial
District of Columbia
$503K +$245K +4,936 +85%
SPAS
142
Spectrum Planning & Advisory Services
California
$502K +$82.4K +1,659 +18%
HPM
143
Hoxton Planning & Management
West Virginia
$492K +$240K +4,841 +85%
OIA
144
OneDigital Investment Advisors
Kansas
$477K -$27.8K -559 -5%
Jane Street
145
Jane Street
New York
$452K +$481K +9,686 New
CAG
146
Curtis Advisory Group
California
$451K +$137K +2,753 +40%
Mariner
147
Mariner
Kansas
$447K +$110K +2,213 +30%
PWA
148
Physician Wealth Advisors
Utah
$441K -$19.9K -401 -4%
WA
149
WBH Advisory
Maryland
$432K +$3.58K +72 +0.8%
KPWS
150
Kestra Private Wealth Services
Texas
$428K +$993 +20 +0.2%